The first step
Thirty minutes.
No charge. No pressure.
Describe the situation in ordinary words. We will tell you which documents fit, quote the flat fee from the published schedule, and — if you do not need a lawyer at all — say that plainly and point you in the right direction.
Request your consultation
Dana will telephone within one business day to set the time — office, video, or your kitchen table. Prefer to speak now? Call (804) 555-0158.
What follows
I. The introductory call
Thirty minutes, no charge, no intake questionnaire the length of a mortgage application. You describe the situation; we tell you honestly whether you need us, which documents fit, and exactly what the fee will be. Some callers learn they need an hour of guidance, not an engagement; we tell them that, too.
II. The design meeting
The real conversation: family, assets, intentions, and the questions you have been putting off. Sixty to ninety minutes at the Franklin Street office or by video. You will not sign anything at this meeting; decisions made slowly tend to be decisions made once.
III. Drafts, in plain English
Complete documents with a summary letter that says what each one does in words your family could read aloud. Take two weeks if you need them. Call with questions; the calls are included, and Dana answers on the second ring.
IV. Signing — and the last mile
Execution with witnesses and notary, done properly. Then the part most firms skip: deeds recorded, accounts retitled, designations confirmed in writing. Your plan is finished when the funding is finished, and we say so in a closing letter.