Paraclete Estate Planning, LLC is the solo practice of David L. Smith focused on estate planning, including the preparation of wills, trusts, powers of attorney, health care directives and related documents as well as trust and estate administration. Dave has been an attorney for over 40 years and practices exclusively  in the area of estate planning (wills, trusts, estate and trust administration). Dave & his wife, Gail, have been in Southern Oregon for 20 years and live in Jacksonville.


PARACLETE ESTATE PLANNING, LLC

10 CRATER LAKE AVE.

MEDFORD, OR 97504

(541) 608-0118

INITIAL MEETING

An initial meeting is scheduled for all prospective new clients. The meeting

is without charge or obligation. The purpose of the meeting is to provide clients with the information they need to make intelligent choices about

their planning without the pressure of being charged for the time. All planning is client specific. There is no "one size" fits all plan.


Generally the initial meeting takes about an hour but it is not limited by

time. In advance of the meeting clients are asked to complete and bring

with them a client questionnaire. It is mailed (regular or e-mail) at

the time the initial meeting is scheduled. 


Click Here for a copy of the Client Questionnaire


FEES

A common complaint about attorneys by their clients is that the charges

are more than what they expected. To ensure that clients understand in advance how they will be charged for a particular estate planning

project and how the fee is calculated. a Schedule of Fees is presented

and discussed at the end of the initial meeting. 


Click here for a copy of the most recent Schedule of Fees