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Conservatorship Strategy Session

California families caring for a loved one who can no longer manage alone.

Length
30 minutes
Fee
Quoted in your invoice
Payment
Invoiced after you book

What to bring

  • Any power of attorney or advance health care directive your loved one signed.
  • A short summary of their medical situation and who is caring for them now.
  • A rough list of their income, accounts and property.

What happens next

  1. Choose a time. No payment is taken on the calendar.
  2. We email you a LawPay invoice for your session fee, or you can pay by Zelle to Portia@woodlegalgroup.com.
  3. You will see your confirmation and a short prep guide.
  4. Complete your online intake before we meet.
  5. We meet, explain your options in plain English and recommend a next step.

A 3% processing fee applies to credit card payments. Zelle carries no fee. A strategy session does not create an attorney-client relationship beyond its limited scope. Representation begins only when a written Legal Services Agreement is signed.

How to prepare for your strategy session

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