FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Estate plans are billed as flat fees, while probate and business law matters are billed hourly.
- What is your typical process for working with a new customer?
I have potential clients fill out a few forms so I have some basic information before our first meeting. At that first meeting we'll talk through the information gathered and what the client's estate planning goals are. Once I know the client's goals, it's my job to draft a plan that meets those goals given the assets, people, and any charities involved.
- What education and/or training do you have that relates to your work?
B.S. from University of Minnesota and a J.D. from Mitchell Hamline School of Law (formerly, William Mitchell School of Law).