Quick Start
Our unique Discovery Process was created after serving thousands of people who were all a bit hesitant to call a law firm for help. We acknowledge the mix of emotions and considerations that might be running through your mind. You’re not alone in this journey, and it’s ok to feel uncertain or overwhelmed. If you’re not ready to schedule a Discovery Meeting, call and speak with our Concierge Team.
Speak with a Client Concierge
Your first call will be answered by a Concierge Team member who can help answer any questions about our process. During this initial call, your Client Concierge will help you answer questions like:
- What types of cases do we handle?
- Do you have to be a resident of Arizona to work with us?
- Do we have the capacity to take on your project now? If not, can you give me a referral?
- Are there any potential conflicts of interest with other clients of Keystone?
You may call and speak to our Concierge Team at any time; there is no cost. Once you’re ready to get more specific answers, the Team will let you know what information is needed in preparation for your Discovery Meeting.
If your loved one’s health is declining or you recently lost a loved one, we understand that things can fell very overwhelming. You’re likely being asked to make quick decisions and you might feel like you don’t have all the tools, information or knowledge to act as quickly as everyone expects. Take heart! This is how most people felt before they first came to us.
Do we help with small estates? If the total combined value of the assets of the estate are under $40,000, it probably will not make sense to spend much on legal fees. Our office typically does not help on cases of that size.What our clients found after their Discovery Meeting is a sense of DIRECTION and the certainty that this is doable if you learn what steps to take, in what order, so that you aren’t trying to do everything at once. You will also learn to tell the other family members who are usually demanding answers faster than you can juggle.
How hard is it to prepare for a Discovery Meeting? It’s quite simple, just like one of our estate planning process.
- We will send you our FAQs and a quick video which should all answer some of the most common questions we encounter from new clients.
- We’ll also ask you to Complete a one-page Discovery Form. It shouldn’t take more than 5-10 minutes to complete because it is usually used to check for conflicts. Please call us if you need assistance completing your Discovery Form or if you have any questions.
After Discovery Meetings, clients routinely say, “Wow, if I had known how easy this would be, I would have done it years ago!”
If you would like to speak with someone before scheduling, please call our Concierge Team at
(480) 418-8448 to get started!
Our unique Discovery Process was created after serving thousands of people who were all a bit hesitant to call a law firm for help. We acknowledge the mix of emotions and considerations that might be running through your mind. You’re not alone in this journey, and it’s ok to feel uncertain or overwhelmed. If you’re not ready to schedule a Discovery Meeting, call and speak with our Concierge Team.
Speak with a Client Concierge
Your first call will be answered by a Concierge Team member who can help answer any questions about our process. During this initial call, your Client Concierge will help you answer questions like:
- What types of cases do we handle?
- Do you have to be a resident of Arizona to work with us?
- Do we have the capacity to take on your project now? If not, can you give me a referral?
- Are there any potential conflicts of interest with other clients of Keystone?
You may call and speak to our Concierge Team at any time; there is no cost. Once you’re ready to get more specific answers, the Team will let you know what information is needed in preparation for your Discovery Meeting.
If your loved one’s health is declining or you recently lost a loved one, we understand that things can fell very overwhelming. You’re likely being asked to make quick decisions and you might feel like you don’t have all the tools, information or knowledge to act as quickly as everyone expects. Take heart! This is how most people felt before they first came to us.
Do we help with small estates? If the total combined value of the assets of the estate are under $40,000, it probably will not make sense to spend much on legal fees. Our office typically does not help on cases of that size.What our clients found after their Discovery Meeting is a sense of DIRECTION and the certainty that this is doable if you learn what steps to take, in what order, so that you aren’t trying to do everything at once. You will also learn to tell the other family members who are usually demanding answers faster than you can juggle.
How hard is it to prepare for a Discovery Meeting? It’s quite simple, just like one of our estate planning process.
- We will send you our FAQs and a quick video which should all answer some of the most common questions we encounter from new clients.
- We’ll also ask you to Complete a one-page Discovery Form. It shouldn’t take more than 5-10 minutes to complete because it is usually used to check for conflicts. Please call us if you need assistance completing your Discovery Form or if you have any questions.
After Discovery Meetings, clients routinely say, “Wow, if I had known how easy this would be, I would have done it years ago!”
If you would like to speak with someone before scheduling, please call our Concierge Team at
(480) 418-8448 to get started!
