Planning with heart for what matters most
Explore our legacy planning services
$0
You’ve heard that you need a will or even a revocable living trust, but you don’t know where to start. Tell us about why you want to plan for your life, legacy, and loved ones; we’ll walk you through what makes our process different to make sure our clients have a plan that works! Then we’ll talk about next steps to get your comprehensive plan done.
$750 (unless waived)
A private 90 minute meeting with Sarah to focus in on your situation, your family, and your values, leading to a holistic plan to protect what matters most to you. If you complete your Lifetime and Legacy “Homework” and submit it 24 hours before the meeting, this fee is waived! This meeting lets you get your planning done right the first time, whether you choose a will, a trust, or our executive planning package.
“Estate Planning for the
Rest of Us” Webinar
$0
A live 45 minute Zoom call to learn what happens when you don’t have any plan, when you have an outdated or incomplete plan, and how you can create a water-tight Lifetime and Legacy Plan to make your passing as easy as possible for your loved ones and pass along your values as well as your assets to those who matter most. A Q&A period follows each webinar. You can also watch our recorded webinar if you can’t make it live time.
Schedule a time with us
Booking an appointment with our team is as simple as a few clicks! We're here to ensure your estate planning is smooth and stress-free, so don't hesitate to reach out and schedule a time that suits you best.
Most of our appointments are not 9-5 Monday through Friday. Why? Because our clients are busy on weekdays, both at work and at home, and our clients appreciate more flexible “after hours” and weekend times. If you need a more traditional appointment slot, we have that, too! We’re excited to get to know you better and get your planning done the right way.
Who
we are
Here at the Law Office of Sarah O’Brien, we’ve seen what happens when folks have no estate plan or have just a set of will or trust documents without a comprehensive, expertly-crafted plan. When you work with us, you aren’t just getting some expensive documents; you are getting the experience of a trusted counselor to protect who and what matters most to you, and, if you choose, a lawyer for life. Come see the difference it makes to plan with us.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!