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.
10 CRATER LAKE AVE.
MEDFORD, OR 97504
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.
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.