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Free Initial Consultation

Your initial new estate planning visit with Peters Patchin & Monaghan is now absolutely free with no charge for the meeting and no obligation to put them to work on your documents.

At your initial meeting to discuss a new estate plan, Daniel or Ben will evaluate your circumstances, assets, and any matters that may need special attention. They will explain all of your options – everything from a Simple Will to a complete Family Trust package – and the initial costs of each. They will also explain the long-term probate and tax consequences of each option.

Then it’s up to you:

  1. You can take that information and give it more thought. But no fees will be charged unless and until you decide to put Daniel or Ben to work on your custom-drafted documents; or
  2. You can hire Daniel or Ben to go ahead and implement the details of the plan that you have determined is right for you. In that case, whether you choose a Simple Will or a Family Trust, you will know up front exactly how much the whole process will cost. You will also know exactly how long it will take. And you’ll know exactly which documents will be included. No surprises.
Client Reviews
Daniel made the entire process simple and easy to understand. He took our questions and made sure we understood all the legal aspects and responsibilities seamless. Neal V.
We want to thank Matt, he was very helpful in answering our questions and walking us through the process of setting up our Family Trust. Charlotte G.
Marcus West was so helpful in setting up our trust. We had several questions and a lot of properties to manage. He was professional & has a great personality. Pamela B.
Ben, you were very thorough in your explanations, answered all of our questions & we would be happy to put our names to referrals for you. Darrell C.
Hello, Ben. Thank you for your assistance with out trust. Your simple, concise, efficient instructions and explanations were easy to understand and follow. We were pleasantly surprised how quickly you were able to get everything set up and ready to go. Desta R.