916.729.1307 sacramento region

What to Expect When Consulting Us

Is there a Charge for an Initial Consultation?

How long will the initial conference last?

What should I bring to the initial conference?

May I bring my children to the initial conference?

What should I expect to happen at the initial conference?

What is the process to determine what is right for me?

What are your fees?

What do I get for my money?

Do you accept credit cards?





Q: Is there a Charge for an Initial Consultation?

Typically not, if you have completed and returned the Questionnaire that was sent to you by my office.  However, there may be a flat fee, disclosed in advance, to explain existing estate planning documents to you, or review them for effectiveness in the State of California.


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Q: How long will the initial conference last?

About an hour.  


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Q: What should I bring to the initial conference?

Thank you for thinking about allowing me the opportunity to assist with your estate planning needs. I am grateful that you found this website and are interested in the services of the Medeiros Law Firm.

Life, legacy and estate planning are serious matters. It is important to plan not only for death, but also for incapacity (statistically a higher probability than early death)—and, perhaps, for other equally legitimate reasons. So, I pay special attention to the very personal nature of the work I do, whether for strangers, family or long-time friends.

This requires that I make a serious effort to know and understand as much about my clients as possible—their perspectives, priorities, concerns and relationships—not just their assets and liabilities. Plus, experience has taught me not to make any assumptions about what people actually know or have thought about, regardless of their level of sophistication or what any existing estate plan document says.

However, experience has also taught me not to try to accomplish all of the required fact-finding and plan-designing until after we are comfortable with what to expect of each other and how the process will work to move forward. The beginning of that process is the Initial Consultation. There is no charge for that meeting, which is limited to one hour.


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Q: May I bring my children to the initial conference?

If your adult children are already involved in your care, please feel free to bring them.  If not, I prefer that you come alone, so that we can speak openly about your concerns and objectives.

No young children, please, but pictures are welcome!


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Q: What should I expect to happen at the initial conference?

To get to know each other better--who you are, what you need, who we are, what we offer--so each of us can decide whether we should move forward to work together on planning your life care and legacy.


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Q: What is the process to determine what is right for me?

To determine exactly what is right for you, we have a process.  The process starts with the Initial Consultation.  We discuss what your family is like, what your goals are, what assets are important for you to preserve, your tax status, etc.  We move at a pace to ensure that you understand each step.


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Q: What are your fees?

Fees will be openly discussed at the initial conference.  People and circumstances are as different as snowflakes when it comes to estate planning, so there is no "one size fits all" way to set attorney fees.  In fact, even for what a client might consider to be a "simple" matter, there are at least ten factors the State Bar of California considers when reviewing an attorney's fees. 

Without knowing your goals, background, net worth, tax status and circumstances of your family and loved ones, it is impossible to pre-determine or even closely estimate what your estate planning and document fees might be. 

Please know, however, that only if we both share the same sense of values for the anticipated scope of work should we consider working together.  We can then agree on a fee arrangement that will have no surprises or disappointments for either of us.  We feel that's the only way to do business. 


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Q: What do I get for my money?

While it is customary to describe an estate plan as a list of documents, in choosing an attorney you are not just "buying paper."  What you are choosing is the counselor who will design a plan that you must live with after your incapacity and your beneficiaries must live with after you are gone.  You are choosing the advisor upon whom your loved ones will depend on, most likely at the most difficult times.  You are creating a relationship that you should want to last for life.  With the Medeiros Law Firm, you get all that.


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Q: Do you accept credit cards?

Yes.  VISA, Mastercard, and American Express.


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© 2017 Law Office of Joan Medeiros | Disclaimer
2377 Gold Meadow Way, Suite 100, Gold River, CA 95670
| Phone: 916-729-1307

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