A handshake across an office table at the start of a working relationship
Estate Planning · Initial Consultations

The first consultation: a working meeting, not a sales call.

You sit down with the attorney, walk through your situation, and leave with concrete legal advice and a recommended next step — whether or not you hire us for anything further. The consultation carries a modest flat fee, and calling to schedule costs nothing.

What to expect

What to expect from the first meeting

We listen first. You tell us what's on your mind — a death in the family, a house you want to protect, children who depend on you — and we explain, in plain language, what Oregon law says about your situation.

Before you decide anything, we tell you plainly what your matter would involve and what it would cost — no surprises. And if your matter is outside our practice, we say so and refer you to a trusted attorney when we can.

FAQs

Initial Consultations questions

What do I walk away with?

Concrete legal advice about your situation and a recommended next step — whether that's a will, a trust, probate, a small-estate affidavit, or confirmation that what you already have is enough. The advice is yours to keep whether or not you hire us for anything further.

Do I need documents ready before I come in?

No. Bring what exists — an old will, deeds, account statements — and a simple list of what you own. If nothing exists yet, that's exactly what the meeting is for.

Am I committing to anything by scheduling?

No. Scheduling commits you to nothing beyond the meeting itself. It is confidential, it is not a sales pitch, and any further work begins only if you decide it should.

Confidential

Have a question about your estate?

Bring it written down just as you'd tell it to a friend, along with a simple list of what you have. That's all the preparation the first meeting needs.

Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Same-business-day response · English & Spanish

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