What to Expect at an Estate Administration Intake Appointment

Before the appointment, clients receive an intake form and gather information about the estate. That preparation helps make the meeting more productive and helps identify which administration path makes the most sense.

The intake meeting is also an opportunity for both the attorney and the client to evaluate fit. If representation moves forward, the next steps are documented in an engagement letter and fee agreement.

Because estate administration work varies widely in complexity, hourly billing is often the clearest and fairest approach for this kind of matter.