Schedule Your Consultation Now!
1. Schedule your consultation by clicking the link below:
​
​
​
2. Complete this brief intake form and email it to catherine@viewridgelaw.com at least 24 hours before your appointment. This intake form will equip our team in guiding you during your consultation.
​
3. You will meet one-on-one with our Client Services Director. This meeting will occur either at our office or via a video appointment, based on your preference.
​
4. We will discuss your current situation, and where you would like to be in the future. We can then lay out your options for you and discuss how our fees work.
​
5. The consultations will usually last up to one hour. There is no fee for this one-time, non-transferable VIP consultation.
Once we have identified your specific needs, we can develop a tailored solution to address your concerns, and then discuss the associated fees.
For instance, when people ask us how much a Will-Based Estate Plan or Trust-Based Estate Plan costs, we can't provide a quick answer because we need to ask questions such as:​
-
Are you married or partnered?
-
Do you have children or step-children?
-
Do you have a business?
-
What are the tax implications?
-
Are their other needs to be met with additional planning?