Free Initial Consultation Policy

Estate Planning

Free Initial Estate Planning Consultation for up to One (1) Hour for Beaufort County, South Carolina Retirees with our estate planning package filled out and returned at least 48 hours prior to the conference.  The package is found under Resources > Forms.  Choose the New or Prospective Client Package for a single person or a married couple, depending upon your marital status.  The information is in PDF format and can be downloaded and printed.  If you have a problem with the download, please call us and we can email or mail a copy to you.  After you have downloaded and filled out the necessary information, contact us to set up a mutually convenient time to meet.

If you are (1) a Beaufort County permanent resident who is retired, or (2) you are a full time permanent resident of Beaufort County, South Carolina living in a retirement community and (3) you have never been a client of ours, please download a package for New or Prospective Clients.

Most of the pages are for your information only and you do not need to bring them to the meeting.  You only need to bring the information that is requested on the "Instructions" page.  Return a copy of the requested information no less than 48 hours prior to your scheduled conference in order to receive your free initial consultation.

 

Probate and Trust Settlement

Free Initial Probate and/or Trust Settlement Consultation for up to One (1) Hour for Personal Representatives and/or Trustees of Beaufort County South Carolina decedent's Estates and/or Trusts, but you must bring with you to the conference, the applicable information that is listed in the "First Meeting Documents Needed to Begin Estate and/or Trust Settlement", which is in our Resources > Forms sectionThe Information is in PDF format and can be downloaded and printed.  If you have a problem with the download, please contact us and we can email or mail a copy to you.  After you have downloaded the necessary information, contact us to set up a mutually convenient time to meet.

Appointments

Please note that as part of the scheduling of our workflow, appointments with Michael J. Howell are normally scheduled for 2:00 p.m. or 4:00 p.m. on Tuesdays, Wednesdays and Thursdays.  Mornings on these days, and Mondays and Fridays, are the times that we work on our cases and both our staff and our attorneys need to be available; otherwise, the work flow is significantly disrupted.  These are our “workflow” times.

Appointments with Margaret Howell Up De Graff are available during workflow times upon request. 

For meetings conducted during the normal non-workflow times, there is a $50 credit given on the bill, assuming it is not a free initial consultation for new clients, as outlined in our engagement/representation letter.  For meetings scheduled during our workflow periods, there is an extra charge of $100 for the conference, in addition to other charges.

Free initial consultations with Michael J. Howell, as defined on our website and client packages, are only scheduled during our normal appointment times and not our workflow times.  An initial consultation can be scheduled during our workflow times, but we charge our normal hourly rates, plus the additional charge of $100 for the conference.

Initial consultations with Margaret Howell Up De Graff are subject to the credit worth one (1) hour of her time, regardless of whether they are scheduled during workflow hours. 

For a free initial consultation for a married couple, both spouses must attend the meeting.

If you have any questions, please contact us.  We look forward to meeting with you and to being of assistance.