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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
Cadillac service for a great price! No complaints, only compliments. We appreciate your "personal touch" and easygoing style. Paul Jansen
I was completely satisfied with the entire process. In a few short weeks I had a completed trust tailored to my specific needs. It was so easy! The timeline and costs were stated up front, and every aspect was handled with the utmost professionalism, what more could one ask for? The website is extremely helpful. 5 stars to Barry Peters! Melissa S.
Thank you very much for your help with the closing of Mom’s house, it is now scheduled to close Monday. You were the only person that said we can beat all of this. Other attorneys told us to walk away. We put our faith in you Mr. Peters and came out on top. Thank you again. Michael E.