Talk with an attorney
A free 30 minute consult.
A short Zoom conversation with attorney Jeffrey T. Stinson about your family, what you own, and what you want to happen. You leave knowing which plan fits and what it costs, with no obligation.
Pick a timeWhat we cover
- Your family and your goalsWho depends on you, who you would put in charge, and what matters most to you.
- What you own, and how it is titledYour home, accounts, and beneficiary designations, at a high level. No documents needed.
- The plan that fits, and the feeWhich plan makes sense for you, with the flat fee in writing if you decide to go ahead.
Before the call
- A rough list of what you own: your home, bank and retirement accounts, and life insurance.
- The names of the people you would want in charge, and your questions.
- If you plan with a spouse or partner, join the call together.
Want a head start? See who would inherit if there is no plan, or browse the learning center.
Good to know
- The call is on Zoom. The link arrives with your confirmation, and times show in your own time zone.
- What you share is kept confidential, even if you decide not to hire us.
- A consult does not by itself make you a client. That happens when you accept an engagement letter.
Rather start now?
Start smallGet your will, power of attorney, and health care proxy$500, or $750 for a couple. Reviewed by your attorney, with a consult on whether a trust fits.Start the essentials
Go all inStart your full planTrust plans from $3,000. Answer the guided interview on your own time, and your attorney reads every answer.Start your plan
Every fee is flat and in writing before you pay anything.
WisePath Estate Planning is a Massachusetts law firm. Scheduling is handled by Calendly and meetings by Zoom. Attorney advertising.