FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
For contract review and preparation, I can charge a flat fee or hourly depending upon the issues that are involved. It will be discussed with the client prior to my engagement. For preparation of Wills and Trusts, there is a flat fee that depends on the type and complexity of the assets and holdings of the client.
- What is your typical process for working with a new customer?
I first speak with the potential clients on the phone or via a video call . . whatever makes them feel comfortable. I am happy to meet them in person in my office. I want to make it convenient and comfortable for everyone.
- What education and/or training do you have that relates to your work?
I have a Juris Doctorate Degree in Law. I have been practicing law and drafting Wills and Trust for over 35 years. In law school, I received the American Jurisprudence Award for Wills and Trusts. I am also the president of an HOA and serve on the Board of Directors of another entity. This gives me broad experience in dealing with many issues and concerns people may have.