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Free Initial Consultation

Your initial new estate planning visit with Peters Patchin & Monaghan is now absolutely free with no charge for the meeting and no obligation to put them to work on your documents.

At your initial meeting to discuss a new estate plan, Daniel or Ben will evaluate your circumstances, assets, and any matters that may need special attention. They will explain all of your options – everything from a Simple Will to a complete Family Trust package – and the initial costs of each. They will also explain the long-term probate and tax consequences of each option.

Then it’s up to you:

  1. You can take that information and give it more thought. But no fees will be charged unless and until you decide to put Daniel or Ben to work on your custom-drafted documents; or
  2. You can hire Daniel or Ben to go ahead and implement the details of the plan that you have determined is right for you. In that case, whether you choose a Simple Will or a Family Trust, you will know up front exactly how much the whole process will cost. You will also know exactly how long it will take. And you’ll know exactly which documents will be included. No surprises.

Contact Us

  • Free Consultation
  • 208-939-2600

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Client Reviews

Daniel made the entire process simple and easy to understand. He took our questions and made sure we understood all the legal aspects and responsibilities seamless.

Neal V.

We want to thank Matt, he was very helpful in answering our questions and walking us through the process of setting up our Family Trust.

Charlotte G.

Marcus West was so helpful in setting up our trust. We had several questions and a lot of properties to manage. He was professional & has a great personality.

Pamela B.

Ben, you were very thorough in your explanations, answered all of our questions & we would be happy to put our names to referrals for you.

Darrell C.

Hello, Ben. Thank you for your assistance with out trust. Your simple, concise, efficient instructions and explanations were easy to understand and follow. We were pleasantly surprised how quickly you were able to get everything set up and ready to go.

Desta R.

We wanted a trust/will set up and Daniel was great to work with. We got scheduled pretty quickly and once we had our initial conference call, Daniel had all the paperwork completed within a week. I highly recommend.

Whitney S.

We were perfectly satisfied & would recommend you to others. Our banker and other people we had to go to said you did a good job.

Gary & Carol C.

We appreciated your patience with us in answering our questions & your expertise in getting the title to our home & beneficiaries on our IRA’s completed. Thank you for your time.

Anthony & Julie A.

It was a pleasure working with you, Ben. Thank you for updating our Living Trust and fitting us into your busy schedule in such short notice.

Denise Z.

Thank you, Matt! We are so grateful we chose you as our Trust Attorney. It’s a good feeling to have this taken care of.

Carol D.

Everything went smoothly and well. Marcus was organized and professional. He was able to answer all our questions and guide us on the best path for us to take. Thank you, Marcus.

John & Joy G.

You made the process simple and straightforward by answering my questions and preparing the documents in a timely manner. The list of things to do after signing was clear and concise. Thank you!

Jane W.
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Contact Us

  1. 1 Free Consultation
  2. 2 No Fees Unless You’re 100% Satisfied
  3. 3 We Strive for Simplicity
Fill out the contact form or call us at 208-939-2600 to schedule your free consultation.

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