My Process

The Welcome Call:

Each person who calls in will receive a welcome meeting from our intake team where we check to make sure we can represent you, explain our process, find out about your needs, send you a questionnaire if needed, schedule your first strategy session and answer any questions about us including where the office is located.

How To Get Started & Why We Charge For Strategy Sessions:

Believe it or not, I have had to hire attorneys before. I know how frustrating it can be to spend money on an appointment with an attorney and get requests for more information instead of answers. We want to help and we know the best way to help is when we have all the facts. We also know you want answers and advice or next steps at least when you come in to see us. That’s why we ask potential new clients to pay for a strategy session. That’s why we ask you to bring information with you to the first appointment. When you pay for a strategy session, you become a client and trigger that attorney/client privilege. When you bring information and facts, we can look at the real options and move beyond the feelings to the steps that will really make your life better.

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Best of North Atlanta Living Trusts

Winner- Best Living Trust Service