Your first meeting
What happens when you come in.
The first consultation takes 30 minutes and costs nothing. Here’s how to get the most from it.
Conflict check
When you book, we ask for the names of anyone else involved, such as a spouse, seller or business partner. We have to make sure we don’t already act for them.
The meeting
You explain the situation and we ask questions. Before you leave, we tell you your options and what we’d recommend.
The quote
Within two business days you get an engagement letter with the fee, or an hourly estimate, and what’s included.
Your decision
Take the time you need. Once you’ve signed, we open your file and send you a timeline.
What to bring
Whatever papers you have.
Don’t worry if you have none of these. Bring what you can find and a list of your questions.
- Estate planning: any old will or trust, and a rough list of what you own and owe.
- Family law: your date of separation, any court papers, and recent pay stubs.
- Buying or selling: the signed offer to purchase and your lender’s details.
- Business: the contract or lease in question, and your company documents.
Questions
Fees, timing and privacy.
Is the first consultation really free?
Yes. The first 30 minutes are free, in the office, by phone or on video. If we can’t help, we’ll suggest who can.
How do your fees work?
Wills, closings, uncontested divorce and new companies have a flat fee, agreed in writing before we start. Contested matters are billed by the hour against a retainer, with an itemized statement every month.
Is what I tell you confidential?
Yes, from the first conversation, even if you decide not to hire us. Please still wait until after the conflict check before sending documents.
Do you work outside Raleigh?
We handle family and estate matters in Wake, Durham, Johnston and Orange counties, and closings anywhere in North Carolina.
Can I meet after work?
Yes. We see clients until 7 pm on Tuesdays, and we can meet by video at other times by arrangement.
How quickly can you start?
Most new matters start within a week of the signed engagement letter. Closings follow your contract’s closing date.
Ready to talk it through?
Pick a time online, or call and we’ll find one with you.