To become a client, please follow these simple steps to schedule a 15- or 30-minute discovery call with us so we can discuss how our services can be customized to fit your specific needs:

1. Select an available date and time from the calendar linked in the section below.

2. Provide your name, firm name, and contact information so we know who to expect.

3. Briefly describe the type of support you need (e.g., probate of wills, estate administration, document drafting, all of the above).

4. Choose your preferred method of communication for the discovery call.

5. Submit the form, and you will receive a confirmation email with call details, including how to connect.

Once we’ve discussed your needs and confirmed that our services are the right fit, we’ll provide a straightforward service agreement outlining the scope of work, fees, and expectations. This agreement promotes clarity and marks the official start of our work together. Work can begin once the agreement is executed or at a later date if so agreed.

We look forward to learning how we can support your practice. If you have any questions at any step, feel free to email us at Sarah@thelegacyPL.com or call or text us at 518-347-7844.