BOOK A STRATEGY SESSIONCA ONLY
Trust Administration Strategy Session
California successor trustees who want guidance or full support.
- Length
- 60 minutes
- Fee
- Quoted in your invoice
- Payment
- Invoiced after you book
What to bring
- A copy of the trust and every amendment.
- The death certificate.
- A rough list of what the trust owns, including any real estate.
- Any letters you have already received from banks, the county or beneficiaries.
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.
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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