Our Process

Engaging With Nickerson Law Group

At Nickerson Law Group, our commitment to excellence is paramount. We approach each consultation with a blend of professionalism, personalized attention, and an unwavering dedication to achieving your planning objectives.

Our process for working with each client may vary depending on the nature of your estate planning or asset protection needs.


15-Minute Complimentary Call

Nickerson Law Group extends a professional welcome to prospective clients through a 15-minute complimentary call. During this call, you will learn more about working with an attorney at our firm, how our initial consultations work, how we charge our clients, and determine if we are a good fit for your needs.

Preparation for Your Initial Consultation

Upon scheduling your initial consultation with an attorney, we provide you with an informative welcome packet. This packet serves not only as an introduction to our firm's approach to planning but also includes practical details to facilitate your visit:

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    Basic information about planning and our firm.

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    What to expect during your consultation.

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    How to prepare for your consultation.

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    A confidential planning worksheet for you to complete prior to your consultation.

We emphasize the importance of this information, as it is crucial in crafting a tailored strategy that aligns with your objectives.  The information you provide will be held strictly confidential.

Service-Specific Consultations


Your Estate Planning initial consultation is a collaborative exchange, designed to educate our attorneys about your familial dynamics, objectives, assets, and any existing arrangements. Concurrently, we engage in an informational dialogue, presenting you with planning options and explaining our firm's strategic approach to estate planning. Should you choose to proceed, we are prepared to commence the design of your personalized estate plan during this initial engagement.

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Our initial consultation process is designed to ensure we fully understand your unique financial situation and exposure to tax liability. During this meeting, our friendly, professional team will discuss your asset protection goals and identify potential risks. This enables us to tailor a strategy that not only meets your needs but also anticipates future challenges. We believe in direct communication, using clear explanations and actionable advice, to empower you to make informed decisions about your estate.


The initial visit for Probate and Estate Administration centers around understanding the decedent's familial and asset structures. You will be asked to bring certain documents to your probate initial consultation, including the decedent's will and death certificate if available. This session is also an opportunity to outline expected timelines and prepare you for the steps of the probate and estate administration processes.


This initial consultation is a dedicated session to understand your family's dynamics, the condition of the incapacitated or individual with special needs, and any preparatory steps already taken. Our focus is to present our Special Needs Planning Steps, aiding you in prioritizing and initiating the most critical aspects of your plan.

Nickerson Law Group Commitment

At Nickerson Law Group, your family's needs are at the heart of our practice. We are committed to delivering legal services that not only meet but exceed your expectations, ensuring that your legacy is protected and your family is cared for, every step of the way.

Contact Nickerson Law Group today and meet with one of our estate planning attorneys.

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