Most families who call have been meaning to do this for a while. The 15-minute discovery call is how we make it easy to start. You describe your situation. Richard listens. By the end of the call, you will know whether this is a firm that can help you — and if so, what the right next step looks like. There is no sales pitch and no pressure to do anything.
Choose any available slot directly from the calendar above. Morning, midday, or afternoon — whatever works best for you.
Richard will ask about your situation — what you own, what your family looks like, and what’s on your mind. You ask anything you want.
If it makes sense to meet in person, we’ll schedule an in-depth consultation. If not, that’s fine too. No pressure either way.
You don’t need to have your documents ready or know exactly what you need. The discovery call is designed for families who are at the beginning of the conversation — people who know something should probably be done but aren’t yet sure what that something is.
It is a good fit if any of the following describe you:
You don’t need a complete picture of your finances or a list of prepared questions. Just a general sense of your situation and what’s on your mind.
“Most families who come in didn’t realize how much had changed in the law until they sat down and looked at their plan honestly. That first conversation is where that clarity begins.”
— RICHARD M. SEFF
At the end of the discovery call, one of two things will happen.
If it sounds like Richard can help — if your situation involves the kinds of planning this firm handles every day — he’ll suggest scheduling an in-person initial consultation. That meeting goes deeper: you’ll walk through what you own, how it’s titled, and what a proper plan would look like for your specific family and situation. It typically runs sixty to ninety minutes.
If your situation is something this firm doesn’t handle, or if the planning you need is simpler than what we do, Richard will tell you that honestly and point you in the right direction. The goal of the discovery call is to make sure your time — and his — is well spent before you come in.
Either way, the 15-minute call costs nothing and obligates you to nothing.
Nothing is required. It helps to have a general sense of what you own — your home, any rental properties, roughly what’s in retirement and investment accounts — and whether you currently have a trust or other estate planning documents. But if you don’t have that at hand, it’s fine. The call is a conversation, not an intake form.
Yes, it’s genuinely free, and there is no catch. Richard does not charge for the discovery call, and there is no obligation to engage the firm afterward. The purpose of the call is to determine whether this firm is a good fit for your situation — for both of us. If it is, we’ll talk about what working together looks like. If it’s not, you’ll leave the call with a clearer picture of your situation and no bill.
You will speak with Richard. The discovery call is not a screening call with a paralegal or intake coordinator. Richard conducts these calls himself because a 15-minute conversation with the actual attorney is the fastest way to know whether the firm is the right fit.
Either works. Most people prefer phone for a short call. Video is available if you prefer it. You’ll receive the details with your confirmation.
Complicated situations are exactly what this firm handles. The discovery call is designed to give Richard a quick read on whether your situation fits what he does — and complex situations almost always do. You don’t need to explain everything in 15 minutes. The purpose is to establish whether a longer conversation makes sense.
Use the link in your confirmation email to reschedule or cancel. We ask for as much notice as possible so the time can be offered to another family, but there is no penalty for rescheduling.
Monday–Friday, 9:00 a.m.– 5:00 p.m. We’ll find a time for your discovery call the same way — no difference in how the call goes, just a different path to getting there.
