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
- Paid on our secure LawPay page right 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.
- You go straight to our secure LawPay page to pay your session fee. You can also pay by Zelle to Portia@woodlegalgroup.com.
- 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.
- 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 a VIP Strategy Session: Document Review, where Portia reviews your current documents before your call.
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 sessionCalendar not loading? Open the booking page in a new tab.