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For estate planning clients, please complete the appropriate worksheet dependent on your marital status.

Thank you for scheduling a consultation with the estate planning attorneys at TrustCounsel. We have prepared interactive PDFs for use at your convenience. Please complete the PDFs and securely save to your computer. Please email the completed forms to Natalie Potter-Jones at least 24 hours prior to your meeting. All individuals must complete the Client Intake Form in addition to the applicable worksheet(s) below.

Client Intake Form (required)

Fill out my online form.

The fee for a one-hour initial consultation is $300 for a meeting with Senior Counsel or $200 with an Associate Attorney. This amount will be credited toward the flat fee for estate planning matters if hired within 10 days of consultation.

♦ All major credit cards accepted ♦

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