Five clear steps. Predictable fees. Real conversation at every stage. Here's what to expect from the first phone call to the final signature.
You reach out by phone or through the contact form. Tracy responds personally — usually within one business day — and the first conversation is short and zero-pressure. Its only purpose is for Tracy to understand your situation and tell you honestly whether the firm is the right fit.
If we move forward, the next meeting is longer and more thorough. Tracy will ask about your family, your assets, your business interests, and the outcomes that matter most to you. Bring your questions — this is the conversation that shapes everything else.
At the end of the intake meeting, Tracy will recommend a structure and quote a flat fee for the drafting work. No surprise invoices later.
Tracy drafts the full plan: will, trust(s) if appropriate, durable power of attorney, healthcare directive, and any letters or memos that go alongside them. You're not waiting in silence — if questions come up during drafting, Tracy will call.
We walk through every document together. Tracy explains what each clause means, why it's there, and what to expect if it's ever needed. Changes happen here, while they're easy — and before anything is signed.
Final signing happens at the office, with the witnesses and notary your documents require. You leave with originals, digital copies, and a short written guide for where the documents should live and who needs to know about them.
Tracy is also available afterward for the practical follow-up: updating beneficiary designations, retitling assets into a trust, or briefing the executor or trustee you've named.
Estate planning is one of the few legal services where the cost should be predictable, and Bothwell Law Office is built around that. For most estate planning work, the firm uses flat fees — quoted at the end of the intake meeting, after Tracy has enough information to recommend the right structure. You'll know the price before any drafting begins, and there are no surprise invoices at the end.
For probate and estate administration work — or for situations that genuinely require hourly billing, like complex litigation or ongoing compliance counsel — Tracy will explain the rate, the scope, and the estimate before any work begins.
Just enough time for Tracy to understand your situation and recommend a sensible next step — whether that's working together or pointing you toward a different resource.
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