Estate Planning Discovery Call - Safe Harbor Law Firm

Could Your Estate Plan Leave Your Family Unprepared?

START WITH A COMPLIMENTARY 15-MINUTE DISCOVERY CALL

A brief conversation with one of our legal assistants helps us learn about your situation and connect you with the attorney on our team who is best suited to help.

No pressure. No obligation.

What happens during your call?

1. Tell us a little about your situation

You’ll speak with a legal assistant who will ask a few questions about your estate planning needs.

2. We’ll identify the right next step

Based on what you share, we’ll help determine which attorney in our firm is best suited to address your needs.

3. Meet with the right attorney

If appropriate, we’ll help schedule your complimentary attorney consultation.

Your Situation Deserves the Right Guidance

Estate planning isn’t one-size-fits-all. You may need help with:

Wills and Trusts

Asset Protection

Long-term care planning

Powers of Attorney and Healthcare Directives

Probate and Trust Administration

Guardianship

And other estate and elder law matters

You don’t need to know exactly what you need before you schedule. That’s what we’re here to help with.

Let’s Find a Time That Works for You

What to expect

This initial call is with a legal assistant – not an attorney.
The purpose is to learn more about your situation and help connect you with the appropriate attorney at our firm.

No fee for the call

No pressure or obligation

Your information is confidential

Why Families Trust us

A distinguished team of six experienced attorneys is led by Pam Buff Baker, a board-certified elder law attorney. This team is dedicated to providing expert legal services tailored to our clients’ needs.
Focused on protecting your family and your legacy
Compassionate, personalized service
Serving Southwest Florida families

Pam Buff Baker, Esq.

Owner and Founder

Helen MENA

Senior Associate Attorney

Amy Neaher, Esq.

Senior Associate Attorney

Thomas “Tom” LaTorre, Esq.

Attorney

Brittany Cocchieri, Esq.

Attorney

Tim Stevenson, Esq.

Attorney

Frequently Asked Questions

Is the discovery call free?

Yes. There is no charge for the discovery call. The purpose is to determine whether Safe Harbor Law Firm is the right fit for your needs.

What happens during the discovery call?

We’ll ask a few questions about your family, assets, current estate planning documents, and goals. This helps us understand your situation and determine whether we can help.

How long does the discovery call take?

The discovery call is a brief introductory conversation designed to assess your needs and answer initial questions before meeting with an attorney.

What happens after the discovery call?

If it appears we are a good fit, we’ll schedule a complimentary Vision Meeting with one of our attorneys to discuss your specific concerns and planning goals in greater detail. [CEC FAQs a…&A Webinar | Excel], [Discovery…stionnaire | PDF]

Will I speak with an attorney during the discovery call?

No. The discovery call is an initial screening and educational conversation. If appropriate, you’ll then meet with an attorney during the complimentary Vision Meeting.

Do I need to gather documents before the call?

No. However, it is helpful to know what estate planning documents you currently have, such as wills, trusts, powers of attorney, or healthcare directives.

What if I already have estate planning documents?

We can discuss your current plan and determine whether updates or improvements may be beneficial. In some situations, an attorney document review may be recommended.

How much does estate planning cost?

Fees vary depending on your goals and the type of plan recommended. The attorney will discuss fees and available options before you decide whether to move forward.

What determines the fee?

Fees are based on the planning strategies and legal work involved, not simply the value of your assets. Different plans address different goals and levels of protection.

Do you work with clients throughout Florida?

Yes. Safe Harbor Law Firm serves clients throughout Florida and can conduct meetings remotely via Zoom when needed.

Should my spouse attend?

In the discovery call, you may attend alone. However, on your meeting with the attorney, and if you are married or planning jointly, it is highly recommended that both spouses attend the consultation process so everyone understands the goals and recommendations.

What if I’m not ready to move forward?

That’s perfectly fine. The discovery call is designed to help you gather information and determine your next steps. There is no obligation to hire the firm.

How do I know if Safe Harbor is the right fit for me?

That’s exactly what the discovery call is designed to determine. We’ll learn about your goals, answer your questions, and help you decide whether our approach aligns with your needs.

Don’t wait Until Your Family Has To Figure It Out