Your First Consultation

Your First Consultation | Boca Raton Estate Lawyer | 561-955-8515

What to Expect with your first consultation

During the conversation, we will learn more about you and your Estate Planning needs–such as if you need help with a will, trust, durable power of attorney, other ancillary documents, Long Term Care, or medicaid qualification. During your visit we can also address the need for Probate assistance or trust administration due to the loss of a loved one.

During our first meeting, we will:

  • Provide you with an initial list of options or solutions, and the pros and cons of each
  • Discuss costs versus benefits for each of your options
  • Answer any additional questions you may have
  • Discuss what will happen during any future appointments

At the end of the consultation, you should have a much better idea of what to expect and can make an informed decision about moving forward with us.

Barry D. Siegel, Esq. | Founder & CEO | Siegel Law Group

At the Siegel Law Group, we help families, seniors, and their loved ones establish an Estate Plan that suits their unique needs.

Why do I need Estate Planning?

Failing to plan in the present can lead to financial difficulties and confusion down the road.

You may be in the best of health for many years to come, but an untimely death or incapacitation can have a profound effect on your loved ones without a proper plan in place. The best time to secure your family’s future is now.

To schedule your complimentary consultation with our Boca Raton estate law firm, call us at (561) 955-8515

Conversation

First, we sit down and have a conversation about you, your family, and future goals.

Understanding

We listen and seek to understand how to make your future goals and dreams a reality.

Plan

We develop a solid legal plan to secure your future for yourself and your loved ones.

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Estate Planning Checklist in Boca Raton, FL | Call (561) 955-8515

7 Steps to Make Sure Your
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Areas We Serve

  • Boca Raton
  • Naples
  • Jupiter
  • West Palm Beach
  • Coral Springs
  • Plantation
  • Fort Lauderdale
  • Aventura
  • Miami
  • Coral Gables
  • Palm Beach Gardens
Areas We Serve | Elder Law & Estate Planning Lawyer | South Florida
Estate Planning Checklist in Boca Raton, FL | Call (561) 955-8515

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7 Steps to Make Sure Your Estate Plan is in Order

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