Simple & Streamlined
1. Start with a Chat
You'll begin by completing a brief (5-minute) intake questionnaire. Once that's submitted, you’ll schedule a 30-minute Estate Planning Consultation where we'll talk through your situation, your concerns, and decide whether we’re a good fit to move forward.
​​​
2. Decide with Confidence
If you decide to move forward, I’ll send a simple agreement and secure payment link. No pressure. No surprises. just a clear, transparent path forward.
​
3. Design Your Plan
We’ll meet again to map out what you want your plan to do and who it needs to protect. I’ll ask questions, offer insights, and make sure every detail reflects your actual life and values.
​
4. Review & Refine
I’ll send a digital draft of your plan, plus a custom video that walks you through the most important parts—your decision-makers, your beneficiaries, and any areas you told me you’re concerned about—so nothing gets missed.
​
5. Finalize with Flexibility
Your documents are signed virtually whenever possible. If any documents require in-person signing, I’ll provide clear guidance so the process stays simple. After signing, you’ll receive a complete digital copy of your estate plan and next-step instructions.
​
Sound like something you could follow through on?
​​Let's schedule that first conversation and take it one step at a time.
Easier Than Expected. Better Than Imagined.
Most people put off estate planning because they expect stress, confusion, or a mountain of legal paperwork. But again and again, my clients tell me the same thing:
-
“That was so much easier than I expected.”
-
“You explained everything so clearly.”
-
“I feel so much better now that it’s done.”
Don’t take it from me—here’s what they’ve actually said:
​
“If I had known how easy this would be, I would have done it sooner. Or was it just you that made it seem so easy?”
— Client, via email
​
“It was awesome working with you. This process turned out to be much easier than I expected.”
— Client, via email
​
“We expected this to be a long and complicated process. Pamela made it simple and even enjoyable. Her explanations were clear, her advice was invaluable, and the entire process—from video meetings to the organized binder—was more than we hoped for.”
— Client, via Google Review
​
“I was confused and overwhelmed before I reached out. Pamela explained everything clearly, took action right away, and helped us move forward. She’s kind, knowledgeable, and incredibly responsive.”
— Client, via Google Review
​
Ready to feel that kind of relief for yourself? Let’s start with one simple conversation.
​
Comprehensive Estate Planning
​
No lectures. No overwhelm. Just a plan that fits your life.
​
-
Revocable Living Trusts
-
Powers of Attorney
-
Health Care Directives
-
Last Wills and Testaments
-
Children's Trusts
-
Pet Trusts
-
Emergency Contact Management
Schedule Your
Estate Planning Consultation
​
During our 30-minute virtual chat, here's what you can expect:
-
I will answer your questions and listen to your goals, concerns, and priorities
-
I’ll walk you through your options so you can make confident, informed decisions
-
I’ll clearly explain the process and and flat-fee pricing so you know exactly what to expect
​​
If it's a fit, we'll talk about next steps. If not? That's totally okay, too. Either way you'll walk away with clarity and a real understanding of what it takes to protect your family and assets
Get in Touch
Office in Highlands County, Florida
863-410-0273
Please note: Phone calls are by appointment only so I can stay focused on client work and respond promptly.
