Help us match you (or your client) with a great estate planning attorney or recommend a favorite!
We know incredible attorneys all over the US and understand that choosing someone who understands your unique situation can make all the difference. Please let us know what is important to you and we will do our best to find you a great match.
Name
First Name
Last Name
Email
example@example.com
Your State and City
Do you (or does your client) want to meet someone local in-person?
Yes, I want to meet my attorney in-person
No, I prefer meeting on Zoom
I am open to either
I'd like to recommend an attorney
Attorney you'd like to recommend
*
First Name
Last Name
Attorney's email address
example@example.com
What did this attorney do for you and why would like to recommend them?
*
How many miles are you willing to drive for an in-person appointment with an attorney?
I need to incorporate the following into my plan
My children
A child or dependent with special needs
My spouse
My domestic partner
My pets
My house
My business
Other
Is it important to you that your estate planning attorney has experience with the following?
Working with unmarried couples
Working with LGBTQ families/clients
Making plans for kids
Making plans for pets
Incorporating multiple properties within 1 state
Incorporating multiple properties in multiple states
Understanding the needs of high net worth individuals
Price - I am on a limited budget
Other
Have you already made decisions about how you want your trust set up (i.e., who would your children or pets live with, who will be the executor of your estate, who will be your beneficiaries)
Yes, I have it all sorted out
No, I haven't started figuring that out yet
I have some of it figured out but I have some questions about the best way to proceed
Other
What is your budget for creating an estate plan?
< $2,000 - for a single person. I understand this limits my options on attorneys, might be a very basic plan and reserved for simple situations.
$2,000 to $3,000 - for a single person
$3,000 to $4,000 - for a single person
$4,000 to $5,000 - for a single person
Budget is not the main concern, the right fit is my highest priority
Other
My overall assets including the value of my home
< $500k
$500k to $1M
$1M to $5M
$5M to $10M
$10M to $20M
> $20M
I prefer not to say and will discuss with the attorney when I meet them
Please let us know if there are any language requirements that are important.
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