Estate Strategy Session

Ready to start designing your estate plan with Trusts & Wealth, PLLC?

Our Estate Strategy Session is for you! This is a legal and tax planning session with attorney Claire Kelly so you can learn more about your options and our process and fees. If you decide we’re a good fit, your Estate Strategy Session fee of $300 will be deducted from the cost of the estate planning package you select.

Booking Requirements

  • If you are married, both spouses must be in attendance

  • You will be asked to complete an online questionnaire before our session

  • Session is available to residents of Virginia

  • By including your phone number in the form, you agree to receive communications by text message regarding appointment confirmations and other reminders from Trusts & Wealth, PLLC.

  • You may opt out by replying STOP or ask for more information by replying HELP. Message frequency varies. Message and data rates may apply.

  • You may review our Privacy Policy to learn how your data is used.

Next Steps

  • You'll share your goals and objectives for protecting your family and assets

  • Claire will explain your options and the estate planning packages and flat fee pricing

  • If we decide we are a good fit to work together, we'll discuss our simple four-step process

Benefits Consultation

Would you like to discuss Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Medicaid, Supplemental Nutrition Assistance Program (SNAP), or other benefits? If so, please select a convenient time below to schedule a one-hour consultation with elder law attorney Claire Kelly. After scheduling you will receive an email asking you to provide additional information for Claire to review in advance.

Please note that by including your phone number in the form, you agree to receive communications by text message regarding appointment confirmations and other reminders from Trusts & Wealth, PLLC. You may opt out by replying STOP or ask for more information by replying HELP. Message frequency varies. Message and data rates may apply. You may review our Privacy Policy to learn how your data is used.

Do you have a 17 year old or young adult for whom you would like to petition for guardianship and/or conservatorship? This consultation is with Special Needs Attorney Claire Kelly and is an opportunity to learn about the process and ask any questions you may have. If you decide to retain Claire, the consultation cost will be applied toward the flat fee.

Guardianship Planning