FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We believe in transparent pricing and open communication. All our services are based on flat fees, which we'll discuss with you in detail during a free/no-obligation consultation. We understand that every case is unique, and we want to ensure you get the right solution for your specific needs. Therefore, we don't provide exact fees before the consultation. To show our appreciation for those who serve our communities, we offer 10-15% discounts for seniors, first responders, military veterans, healthcare professionals, and teachers. We're committed to building strong relationships with our clients, and we're confident that our pricing will be fair and competitive
- What is your typical process for working with a new customer?
We start by getting to know you and your needs. We offer a brief 15-minute Discovery Call to provide an overview of estate planning, explain our process, and answer any initial questions you may have. If we both feel it's a good fit, we'll schedule a free, no-obligation consultation. This is where we'll dive deeper into your specific situation and discuss how we can help you achieve your goals. To ensure everyone's time is respected and appointments are kept, we kindly ask for a credit card number to hold your consultation appointment. Rest assured, this is only for scheduling purposes and no charges will be applied unless you cancel at the last minute or fail to complete the pre-meeting intake process.
- What education and/or training do you have that relates to your work?
I am a licensed attorney, having graduated from the Massachusetts School of Law in 2018 and been admitted to the Massachusetts Bar that same year. My legal journey is enriched by a background in non-profit services, where I developed a deep understanding of working with people and supporting communities. This experience, combined with my academic foundation – including an undergraduate degree from Northeastern University and graduate work at Johns Hopkins and Southern New Hampshire University – has shaped my approach to legal practice. For the past two years, I have dedicated myself to specializing in estate planning, receiving comprehensive training from a seasoned legal mentor with over 30 years of experience. I am also trained in The New Law Business Model, ensuring a modern and client-focused approach. This combination of legal expertise, community engagement, and a commitment to client-centered service allows me to provide exceptional guidance and support in navigating complex estate planning matters. To provide the most comprehensive service, I have built a strong network of specialist attorneys in areas like business planning, elder law, and special needs planning. This allows me to address the unique needs of most clients and ensure they receive the best possible guidance.