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Review of Will or Trust

Review of Will or Trust

Review of Will or Trust
$300.00
Per Hour
Duration:
1 hour

Make sure that your current will or trust meets your needs. There are a lot of options for self-help or DIY wills and trusts. The options are accessible and low-cost, however they often are not customized to your needs and goals. 

In this session, Attorney Whitney Knox Lee will review your Will or Trust and provide you with feedback about the strength and accuracy of these documents. We request that the documents be provided at least two days before your appointment time so that we have time to review. 

We will review your document in depth prior to the meeting. At the meeting, we will discuss your goals, needs, assets, and family circumstance. We may also have you complete a questionnaire to capture this information. With this information, we will be able to discuss how your estate plan measures up to your needs. 

This fee is per document. Fee will be paid at booking. 

All meetings will be virtual via zoom.  

Get in Touch With Us

We’re here to help you secure your legacy and protect your loved ones. Reach out today to schedule a consultation or ask any questions you may have about our services. Your future starts with a conversation.

*Please note, Whitney Knox Lee is licensed in Georgia and provides estate planning services to Georgia residents.

*No attorney/client relationship has been created by submission of this form. No legal advice will be provided unless and until a representation agreement has been signed and fees paid according to the legal fee schedule.