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.
- 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.
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.