Here at e-Estates and Trusts, PLLC, our attorneys are dedicated to providing you with compassionate, quality legal representation without disrupting your day-to-day routine.
By providing virtual and concierge legal services, our law firm has been designed to expedite and streamline our processes, increase efficiency, facilitate convenient communication via email and our secure cloud-based client portal, and decrease unnecessary overhead expenses, all in order to provide clients with high-quality, individualized legal representation for an excellent value.
Our attorneys have a combined 25 years of experience guiding clients through numerous legal issues, including the maze of probate, trust administrations and estate planning.
The attorneys at e-Estates and Trusts provide a wide range of virtual and concierge legal services to meet your individualized needs, including estate planning, probate and trust administration. Concierge services may be provided virtually or in an agreed-upon location so your legal matter can be handled conveniently from wherever you are.
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To best serve our clients, we set aside blocks of time to speak with clients via telephone or video conference. If you would like to confer with one of our experienced attorneys, please select one of the options below:
Existing Client Conference – During this call, you will receive an update on your legal matter and can ask any questions you may have. Check-In Calls are scheduled for 15 minutes and are only available for existing clients who have signed an Employment and Fee Agreement with our firm.
CHECK IN
Estate Planning Consultation – During this conference, we will discuss your personal and family dynamics, assets, liabilities and overall goals to develop your individualized estate plan. To make the best use of our time during this conference, potential clients submit a completed Estate Planning Questionnaire prior to the scheduled consultation.
Estate Planning Questionnaire
Estate Administration Consultation – During this conference, we will assess your case to determine whether we will be able to assist and to begin developing a legal strategy for your matter. In order to make the best use of our time during this call, potential clients submit a completed “Estate Administration Questionnaire” and any Last Will & Testament, Trust Agreement, Separate Writing Regarding Tangible Personal Property, or any other estate planning documentation the decedent had in place through our secure client portal .
Estate Administration Questionnaire
