Schedule an Initial Consultation

Aegis Estate Planning & Elder Law offers a comprehensive one-hour consultation designed to give you clarity, direction, and practical next steps—whether you are planning ahead or addressing an urgent legal issue. The consultation can take place in person or on Zoom.

You will leave the meeting with a better understanding of your situation and a clear path forward. If you decide to move forward with representation, we will outline the scope of services and fees in a written engagement agreement.

Contact us to schedule an initial consultation at your convenience.

  • For estate planning matters, we will:

    • Discuss your family structure and planning objectives

    • Review assets and beneficiary designations

    • Evaluate whether a will-based or trust-based plan is appropriate

    • Address incapacity planning (powers of attorney and health care directives)

    • Identify potential probate avoidance and asset protection considerations

    This consultation focuses on designing a plan tailored to your specific needs and values.

  • For conservatorship and/or guardianship matters, we will:

    • Discuss the circumstances of the individual in need of protection

    • Evaluate whether conservatorship and/or guardianship are necessary or whether alternatives may be available

    • Explain the court process and required documents

    • Review the responsibilities of a conservator and/or guardian

    • Provide an overview of expected costs and timelines

    We approach these matters with sensitivity, focusing on protecting vulnerable individuals while preserving dignity whenever possible.

  • For probate matters, we will:

    • Review the decedent’s will (if one exists)

    • Determine whether probate is required

    • Explain the probate process and court requirements

    • Outline the personal representative’s responsibilities

    • Provide an estimate of costs, timelines, and next steps

    Our goal is to help you understand your legal obligations and reduce uncertainty during a difficult time.

  • For trust administration matters, we will:

    • Review the trust document and relevant amendments

    • Clarify the trustee’s legal duties and fiduciary obligations

    • Identify immediate action items and required notices

    • Explain timelines and administrative steps

    • Discuss asset management, distributions, and tax considerations

    • Answer your questions and address potential areas of concern

    You will leave the meeting with a clear understanding of what must be done, what can wait, and how to properly carry out the terms of the trust.