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Probate Strategy Session

California families settling the estate of someone who has passed.

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

What to bring

  • The death certificate, if you have it.
  • Any will, and any trust you have found.
  • A rough list of what the person owned and how it was titled.
  • Names and contact details for close family members and anyone named in a will.

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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