Schedule Your Appointment Here!
This is for new appointments only. If you need to reschedule, please call (303) 747-3909 or email martha@hartneylaw.com.
Book Now
In this 15-minute call, we’ll connect about whether I’m the right kind of attorney for your needs–before we schedule a longer call. If I’m not, I may have a referral for you. If so, we’ll schedule a meeting of a longer length.
Schedule a 1-Hour Education & Discovery Session with Martha
Because this 1-hour session is complimentary, it is BY INVITATION ONLY. Please do not schedule this meeting without a personal invitation. If you haven’t met with Martha before, schedule an “Am I the Right Lawyer for You?” Call above first!
We’ll uncover the most important issues for you to take care of in your estate plan. We will guide you to gently look at what would happen to your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible.
- The purpose of this meeting is singular. To begin to give you the basics of legal planning you need to know to make good decisions for your family. In this meeting, we will assess your primary concerns and I will share my knowledge and experience with you about how to address those concerns.
- The value of this session is $500 and gives you access to our knowledge, experience, and wisdom you’re accessing were acquired at great cost and are valuable. Please bring a check or credit card with you to pay for this meeting. If you work with us, we will credit this $500 toward your planning fee.
- Please be sure to allow at least 7 days prior to your appointment when booking because we will ask you to fill out and submit a Family Wealth Inventory & Assessment tool in advance.
- This session is strictly for educational purposes only. If you choose to work with Hartney Law, we will book your next meeting to engage and design a plan.
- If married, both partners need to be in attendance.
Because this 2-hour session is complimentary, it is BY INVITATION ONLY. Please do not schedule this meeting without a personal invitation. If you haven’t met with Martha before, schedule an “Am I the Right Lawyer for You?” Call above first!
In this session, we’ll first educate you about the fundamentals of planning for the worst so that you can take action in an authoritative way and begin your planning with confidence and knowledge. Then we will address important issues for you to take care of with your estate plan. We will guide you to gently look at what would happen to your loved ones and with your assets if something were to happen to you. Finally, we’ll look at what you want to happen and help you create a roadmap to get that plan in place.
- The value of this session is well over $900.
- Please be sure to allow at least 7 days prior to your appointment when booking because we will ask you to fill out and submit a Family Wealth Inventory & Assessment tool in advance.
- This Education and Discovery Session can last more than two hours if you choose to work with us and want to proceed immediately–make sure you have ample time.
- If married, both partners need to be in attendance.
- After you book your appointment, you will receive an introductory email with a link to the pre-meeting assessment tool. We will need this assessment in hand the morning of your appointment.
Schedule an Existing Client Phone or Zoom Call
For existing/current clients only. Book this if you need to connect between your planning sessions and let us know what it’s regarding so we can be prepared.
For clients who are ready for a check-in on your previously completed plan, we’ll use this time to go over the fundamentals of your plan, review your fiduciaries, agents, asset status, guardians, and any changes in the law that may require a change to your plan. Before this call, please review the following in your estate planning binder:
- Successor Trustees (for both Death and Disability)
- Personal Representatives under your Wills
- Agents under your Powers of Attorney
- Healthcare Agents
- Temporary Guardians
- Long-Term Guardians
- Asset Spreadsheet and Funding Instructions
Can’t find a time that works for you?
Call 303-747-3909 or contact our office at martha@hartneylaw.com to schedule your appointment.
