BOOK A STRATEGY SESSIONCA · MD
VIP Strategy Session
Families in California or Maryland with existing documents they want an attorney to review: trusts, wills, deeds, business agreements or plans from another state.
- Length
- 1 or 2 hours
- Fee
- $750 or $1,500
- Payment
- Paid on our secure LawPay page right after you book
What to bring
- Your documents, uploaded at least 2 business days before your meeting through your DynasticAI portal or the secure upload link we send you. Please do not email them.
- A short note about what has changed in your family or property since the documents were signed.
- Your questions about the documents.
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.
Choose 1 hour ($750) for up to 40 pages of documents, or 2 hours ($1,500) for 40 to 120 pages (120 pages maximum). Portia reviews your documents before your call: 30 minutes for the 1-hour session, 1.5 hours for the 2-hour session. Then you meet with her for 30 minutes on Google Meet to discuss what she found and what your plan should address. Documents must be uploaded at least 2 business days before your meeting.
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.
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