Terms and Conditions for Legal Services

This page provides the terms and conditions for the following legal services:

Wealth & Legacy Planning Session

Cost

Wealth & Legacy Planning Session – $300

All payments due at time of booking.

Under California Rule of Professional Conduct Rule 1.15, you are hereby notified that the costs of your legal services will be deposited into my Operating Account. Your are further notified that you have the right to request that the amount be deposited into my Client Trust Account until the fee is “earned” and that you are entitled to a refund of any amount of the fee that has not been “earned” in the event the representation is terminated or the services for which the fee has been paid are not completed.

Should you elect to have your fee deposited in my Trust Account, you should not complete the online booking. Instead, you should schedule a phone appointment so I can complete the booking manually.

Cancellation Policy

Late cancellations and no-shows are very disruptive to my practice. You will be entitled to a full refund if you cancel or reschedule within 72 hours of your appointment. If you do not cancel or reschedule within 72 hours, you agree that the fee for legal services has been earned.

In such circumstances, and at my discretion, I may apply your fee to the cost of your estate plan.