For a first meeting, it helps to have a general sense of your assets, family structure, and any existing documents such as a prior will or trust. You do not need to have everything perfectly organized — the consultation is largely about getting to know your situation and goals.

Most straightforward estate plans are completed within two to four weeks after the initial consultation. More complex situations involving trusts, business interests, or special needs planning may take longer. Annie will give you a clear timeline once she understands your circumstances.

Yes. Annie offers both in-person meetings at her McLean, Virginia office and virtual consultations via video call. Many clients find virtual consultations a convenient option, particularly for follow-up meetings or document reviews.

Existing documents should be reviewed periodically — especially after major life events such as marriage, divorce, the birth of children or grandchildren, or significant changes in assets. A consultation gives Annie the opportunity to ensure your plan remains current and effective.

Goldbridge Law primarily serves clients in McLean, Falls Church, Tysons, Vienna, Fairfax, Alexandria, Arlington, and the broader Northern Virginia and Washington D.C. metro area. If you are located outside this region, please reach out to discuss your options.