Strategic Planning Session
A focused one-hour consultation to identify the legal strategies that best protect your family, your assets, and your legacy.
Your first meeting with our office is a 60-minute Strategic Planning Session. During this meeting we review your situation, identify potential legal risks, and discuss the most appropriate planning strategies.
Following the meeting you will receive a brief written opinion letter summarizing the recommended approach.
Session Fee: $200
The session fee is credited toward the cost of legal services if you choose to retain our firm.
Please bring or be prepared to discuss:
• Existing wills or trusts
• Information about real estate or business ownership
• Questions about long-term care planning
• Any current legal concerns affecting your family or business
Your First Step Toward a Clear Legal Strategy
Contact Details
Phone: 786.479.2722
Working Hours
Monday to Friday Appointment Only
Saturday Appointment Only
Sunday Appointment Only
Begin With a Focused 60-Minute Strategy Session
During this session, we will:
• Identify your legal risks
• Clarify your options
• Recommend a clear path forward
Following the session, you will receive a written legal opinion outlining next steps.
$200 flat fee, credited toward future legal services.