Schedule a Meeting
Whether you're starting a new estate plan, updating an existing one, or just have questions — we'll match you with the right meeting.
I am a:
I would like to schedule a meeting to...*
I'd like to interview an attorney...*
What is an Estate Plan?
An estate plan is a set of documents that:
- Puts your wishes in writing so that you can save your loved ones time and money.
- The key is the trust, the legal document that allows your assets to transfer to the people you select without probate court, which can save your family $30,000–$60,000 and 1–2 years of delay.
What's included in our estate plans?
Our estate plans include:
- Trust
- Will
- Power of Attorney
- Advance Health Care Directive
- Property Documents (deeds, etc.)
- Guardian Nomination (if needed)
- Special Needs or Separate Property Trusts (if needed)
- Certification of Trust
- Personal Property Memo
- Trust Funding Instructions
What to expect...
Most clients finish their entire plan in just 2 hours over 2–3 weeks.
There are 6 quick and easy steps:
- Finish booking your meeting (<2 minutes from now)
- Complete virtual intake form (~10 minutes)
- Intake Meeting (~20 minutes)
- Review your choices (~5 minutes)
- Sign your documents at one of our offices (~20 minutes)
- Sign into your accounts and update beneficiaries (~20 minutes)
Now that you know how our Estate Plans work, you can continue to book or not, your choice.
Is Summerall Law right for me?
The best way to find out is to do an intake meeting with us!
We'll take you through the process and send you documents. If you don't come back, no hard feelings and no fees due. Ultimately, you'll know more about what an estate plan is and can take that information with you wherever you decide.
What we'll discuss*
I would like to meet..*
Appointment texts. When you book, you can choose to get text messages about your appointment — a confirmation, a reminder, and a note if it is rescheduled or cancelled. It is optional, and your appointment is booked the same way either way. We never send marketing texts and we never sell or share your number. Message frequency varies; message and data rates may apply. Reply STOP to stop, HELP for help. Text message terms · Privacy
Speak with specific attorney:
I would like to meet in...
This is for an in-person meeting with an attorney.
Do you have insurance?*
Schedule a meeting to update your current plan.*
Speak with a specific attorney:
Current Clients*
I would like to meet in...
This is for an in-person meeting with an attorney and a notary.
Schedule a second estate planning meeting.*
Speak with a specific attorney:
We don't handle probate or conservatorships, but here are trusted attorneys who do:
We recommend reaching out to one of these firms for assistance with probate, trust administration, or conservatorship matters.
Please contact our office if you need a specific referral recommendation.
Need to speak with an attorney?
No problem!
Book a paid ($250/ 30 min) consultation about estate planning issues— e.g.
- How do I take title on my home?
- Should I amend my trust?
- I'm worried about property taxes
- I want to talk about my parents' estate plan (this won't be a detailed review of their plan, but we can help you understand what to expect and what to look for)
We do not offer free consultations on these topics.
Note, we do not do probate, trust administration, trust litigation or conservatorship at this time.
Speak with an attorney
This is a meeting to get advice about something other than your own estate plan.
$250 30-minute Advice Call
Appointment texts. When you book, you can choose to get text messages about your appointment — a confirmation, a reminder, and a note if it is rescheduled or cancelled. It is optional, and your appointment is booked the same way either way. We never send marketing texts and we never sell or share your number. Message frequency varies; message and data rates may apply. Reply STOP to stop, HELP for help. Text message terms · Privacy
Initial Meeting
Estate Plan Standard Fees are $1500 per person, includes a deed + $500 for extra deeds, + $750 for separate property trusts.
Let's get started on planning your estate!
Appointment texts. When you book, you can choose to get text messages about your appointment — a confirmation, a reminder, and a note if it is rescheduled or cancelled. It is optional, and your appointment is booked the same way either way. We never send marketing texts and we never sell or share your number. Message frequency varies; message and data rates may apply. Reply STOP to stop, HELP for help. Text message terms · Privacy
Intake Meeting - Location
Estate Plan Standard Fees are $1500 per person, includes a deed + $500 for extra deeds, + $750 for separate property trusts.
Appointment texts. When you book, you can choose to get text messages about your appointment — a confirmation, a reminder, and a note if it is rescheduled or cancelled. It is optional, and your appointment is booked the same way either way. We never send marketing texts and we never sell or share your number. Message frequency varies; message and data rates may apply. Reply STOP to stop, HELP for help. Text message terms · Privacy
Initial Meeting with Attorney
Estate Plan Standard Fees are $1500 per person, includes a deed + $500 for extra deeds, + $750 for separate property trusts.
Appointment texts. When you book, you can choose to get text messages about your appointment — a confirmation, a reminder, and a note if it is rescheduled or cancelled. It is optional, and your appointment is booked the same way either way. We never send marketing texts and we never sell or share your number. Message frequency varies; message and data rates may apply. Reply STOP to stop, HELP for help. Text message terms · Privacy
Sign Your Estate Plan - Location
- Bring an ID
- Review your choices prior to meeting
- Meeting will be about 20 minutes
Appointment texts. When you book, you can choose to get text messages about your appointment — a confirmation, a reminder, and a note if it is rescheduled or cancelled. It is optional, and your appointment is booked the same way either way. We never send marketing texts and we never sell or share your number. Message frequency varies; message and data rates may apply. Reply STOP to stop, HELP for help. Text message terms · Privacy
Next Estate Plan Meeting
Book Your Meeting →Appointment texts. When you book, you can choose to get text messages about your appointment — a confirmation, a reminder, and a note if it is rescheduled or cancelled. It is optional, and your appointment is booked the same way either way. We never send marketing texts and we never sell or share your number. Message frequency varies; message and data rates may apply. Reply STOP to stop, HELP for help. Text message terms · Privacy
Update your existing plan
We start all plan updates with a 30-minute phone call to discuss your changes.
Appointment texts. When you book, you can choose to get text messages about your appointment — a confirmation, a reminder, and a note if it is rescheduled or cancelled. It is optional, and your appointment is booked the same way either way. We never send marketing texts and we never sell or share your number. Message frequency varies; message and data rates may apply. Reply STOP to stop, HELP for help. Text message terms · Privacy
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