We meet together for your Estate Planning Session where the sole purpose is to get you more informed. My estate planning sessions are not meet-and-greets, rather they are two-hour working sessions intended to actually accomplish something.
Before your session, we’ll conduct a free 30-minute estate planning phone consult, and after you schedule your session, you’ll complete a questionnaire. The questionnaire is a bit of work, but it will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and your belongings.
And here’s the really great news: if you complete the questionnaire before our session, then I waive the session fee which would otherwise be $500.
During our meeting, I’ll make sure you understand exactly what would happen if you did no planning. If you decide the current state of affairs is unacceptable, and if we both decide that we’re a good fit to work together, then we will design an estate plan together that will best suit your needs.
The foundation of your estate plan may include a revocable living trust, which, when done correctly and maintained over time, should help your family avoid the cost and delay of the public probate process. For people with additional needs, we provide advanced estate planning services.
REQUEST A FREE ESTATE PLANNING CONSULTATION
Whether you have young children, are looking back at a life well-lived, or have a business to protect, let’s have a conversation and talk about how I can help you.
I know it’s not easy to face our own death. And as a mother with two active boys, I understand how hectic life can be. But based on my own experience and those of clients, I have seen how planning for our death and incapacity (even though it can be uncomfortable at first) creates an enormous amount of peace of mind. Let’s get started now on creating a plan to protect you and your family throughout your lifetime and beyond.
“I contacted Norell for a restatement of my living trust that was prepared many years before by another attorney. My former attorney did a decent job but did not help me to really understand the trust and what was needed long term. He also did not address provisions for what would happen if I became incapacitated. Norell on the other hand, spent time educating me and answering my questions without any pressure …”
“My child’s future and safety are of the utmost importance to me. I was looking for an experienced person who would understand my concerns and needs. I was so lucky to find Norell. She, as a mom, shares my same concerns. Norell is wise, experienced and professional. Couldn’t ask for more. Peace of mind is priceless.”
“My wife and I attended one of Norell’s seminars at Whiz Kids about estate planning and immediately we could tell she was knowledgeable in estate planning, passionate about helping people be prepared in the event something happened, and truly concerned for our family’s well-being. The overall estate planning experience has been smooth and effortless. We would highly recommend using Albanis Law for your estate planning needs.”
Estate planning for families, individuals, couples, and businesses in Naples, Marco Island, Bonita Springs, Estero, Fort Myers, and Cape Coral.