What to Expect at a Free Estate Planning Consult

Wochner Law Firm LLC builds estate and business plans on two pillars: asset protection and avoiding estate and death taxes. At the initial consultation, you can expect to:

  • Review & answer questions related to our Estate Planning Questionnaire

  • Discuss client(s) goal(s) for estate and/or business planning

  • Discuss documents and strategies best suited to achieve clients’ goals

  • Attorney recommendation of estate plan and provide estimated fees and costs

  • Agree to terms of a potential engagement with the firm and time line for complete of work