Additional services

Estate Planning Consultation

Attorney review and advice for the situations a questionnaire cannot resolve — trust planning, tax concerns, blended families, business interests, or figuring out what documents you already have actually say.

Time with an attorney when your situation does not fit a standard package.

$300single
$390married

Married pricing covers both spouses — two full sets of documents at up to 30% combined savings.

Not sure this is the one? Talk to an expert — the first 30 minutes are free.

When to book this instead of starting online

If any of these describe you, start with a conversation.

  • A blended family, or children from more than one relationship
  • A business interest, partnership or professional practice
  • Property in more than one state, or outside the US
  • A beneficiary with a disability, an addiction, or a creditor problem
  • Potential estate tax exposure
  • Existing documents you do not understand or no longer trust

What you leave with

A clear read on what you need, what you do not, and what it will cost. If a standard package is the right answer, we will tell you that too.

What's included

  • Attorney time focused on your situation
  • Review of existing documents you bring
  • A recommendation you can act on, in writing

What it does not cover

  • Drafting — documents are priced separately
  • Tax return preparation or filing
  • Litigation or representation in court

Is this you?

If none of these quite fit, that is worth a conversation rather than a guess.

  • Blended families and second marriages
  • Business owners
  • Anyone with an existing plan they want checked

Attorney consultation, answered.

More general questions live on the questions page.

Is the free 30-minute consult the same thing?

No. The free consult helps you work out which product fits. This is paid attorney time on the substance of your situation.

Does the fee come off the plan price?

Ask when you book — how it applies depends on what you go on to have drafted.

Three ways forward.

Start online now, read more first, or talk it through with someone. Nothing here locks you into anything.

Not sure what you need? The 30-minute consult is free, or ask our AI assistant at any hour — no charge, no form.