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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. Your appointment is confirmed once payment is received. If payment is not received at least 24 hours before your meeting, your appointment will be canceled.
  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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