Schedule A Consultation



Please note that all meetings are preferred to occur via Zoom or Teams as those allow our note-taking and AI to record the meeting and provide a summary afterward. If you don’t have video, you can use the phone number provided by the system (Zoom) to call into the meeting.

All phone calls and videoconferences with our office are recorded and may synced with our AI note-taking system for our and your future reference.

Learn More

Business Entity (LLC, Corporation, JV)

30 Minutes | $250 USD

We’ll discuss your situation to determine the best entity for you. If a syndication or private placement memorandum is needed, please visit www.syndicationattorneys.com.

Real Estate Closing Consultation

30 Minutes | $250 USD

We’ll cover the legal issues you’re facing as a buyer or seller in a commercial or residential transaction. This discussion will help clarify your position, outline potential challenges, and provide tailored guidance on next steps to protect your interests.

Asset Protection Consultation

60 Minutes | $500 USD

We’ll evaluate the risks in your business activities and review your liability and estate planning. Based on this, we’ll recommend steps to improve asset protection and suggest additional services if needed.

Land Trust Information Consultation

30 Minutes | $250 USD

Please review www.mylandtrustee.com before our call. We will discuss land trusts in general, how the work, and when they should and should not be used.

Self-Directed IRA LLC Formation Consultation

30 Minutes | $250 USD

We will discuss the formation of the new limited liability company where your IRA is the member, and you (or another trusted person) is the manager of the company.

New Real Estate Investor Orientation

30 Minutes | $250 USD

This short call lets new real estate investors get to know Joe and see if the firm is the right fit. Joe will share his experience, outline services, answer general questions, and provide guidance on next steps based on where you are in the process.

30 Minute Consultation

30 Minutes | $250 USD

This slot is for existing clients with new complex matters. Prospective clients with similar issues can also book it, but we recommend calling first to confirm we can assist, or scheduling a 15-minute call to assess the need for a longer discussion.

60 Minute Consultation

$500 USD

This slot is for existing clients with new complex matters. Prospective clients with similar issues can book it, but we recommend calling first to confirm we can help, or booking a 15-minute call to assess if more time is needed.