The Amoruso & Amoruso LLP Proven Estate Planning Process
Your initial call or email will be answered promptly by a member of our caring team, who will determine whether we can be of service to you. If so, we will schedule a 5–15-minute courtesy call with one of our attorneys. The attorney will then decide if you would benefit from an initial consultation, which can be held virtually via Zoom, in person at our office, or by telephone.
Initial Attorney Consultation
Our attorney will discuss recommended options with you and help you decide which one best meets your needs.
You will receive a detailed fee sheet or retainer agreement for your review before any work is commenced. Once you approve the fee schedule or sign an engagement letter and pay the agreed-upon fee, our attorney will design a comprehensive, customized plan to address your concerns and achieve your identified goals.
You and our attorney will review your plan and related documents together either via Zoom or in person at our office. You will have the opportunity to ask questions and make changes to your plan.
You also may be interested in our maintenance program for Irrevocable Trusts. This cost-effective program offers you several hours of phone calls and emails throughout the year without the need for individual task-based billing. It is part of our commitment to keeping your plan up-to-date and serving as your “Counselors for Life.”