BOOK A STRATEGY SESSIONCA · MD
Estate Plan Review Strategy Session
For current Wood Legal Group clients whose plan may need an update.
- Length
- 30 minutes
- Fee
- $175
- Payment
- Invoiced after you book
What to bring
- Your current trust and any amendments.
- A short note about what has changed: marriage, divorce, a new child, a move, a new property or a death in the family.
- Any questions your trustee or agents have raised.
What happens next
- Choose a time. No payment is taken on the calendar.
- We email you a LawPay invoice for your session fee, or you can pay by Zelle to Portia@woodlegalgroup.com.
- You will see your confirmation and a short prep guide.
- Complete your online intake before we meet.
- We meet, explain your options in plain English and recommend a next step.
This session is reserved for current Wood Legal Group clients. If amendment or restatement work is recommended and you engage the firm the same day, the $175 fee is credited toward that work. If another firm prepared your plan, please book an Estate Planning Strategy Session. We review your current documents as part of it.
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 sessionWe saved your Start Here answers. Your name, email and answers are filled in on the calendar, so you only pick a time.
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