Your Name * Email Address Phone Number * What's your home address? Do you prefer a different mailing address? Mailing Address Please select the services you’d like: If the options above aren't a good match, please tell us more about your needs. What is the approximate value of the assets, probate estate, or trust we'll be assisting you with? (Don't subtract debts or other liabilities. Do include trust assets, life insurance death benefits, and other nonprobate assets). Under $90,000 $90,000 to $1,000,000 $1,000,000 to $5,000,000 Over $5,000,000 I'm not sure. I'll need your help to determine the value. I prefer not to say at this time. Depending on the type of services needed, hourly fees will be $425, less for associates. Estate plans may be fixed fee, with simple will packages starting at $3,000 ($3,500 for married couples). Is this within your budget? How did you learn about us? * Print Ad Publication Referred By Other What is your spouse's name? Most spouses attend the initial interview together, and we prefer that, unless you want to keep your plan confidential. Will your spouse be attending? If probate, what is the Decedent’s name?* * What was the date of death? If trust administration, what is the name of the trust? Who is the current trustee? (If more than one, name all corporate and individual trustees) If no one is serving as trustee currently, who was the last acting trustee? No one has ever served as trustee When was the trust first funded? I don’t know the exact date of trust formation.