Initial Consultation: What to Expect?

What should I expect at an estate planning consultation?

My initial consultations average about two hours – sometimes less, sometimes a bit more. It usually takes that long for me to get the ‘lay of the land’, so to speak, in regard to what your estate entails, and to flesh out any ‘family dynamics’ (especially with blended families) that may impact your options and influence your choices. And, while it may seem obvious, estate planning done well requires a discussion of your income, assets, and family dynamics. All conversations are strictly confidential.

It is, generally, best not to bring any third parties with you to your consultation – at least not your initial consultation. There are various reasons for this. First, conversations between you and your attorney with a third-party present are, generally, not privileged. While that may seem like an issue with criminal matters, only, it can become an issue with any attorney-client matter. Second, the attorney needs to know that his/her prospective client is speaking freely and not being unduly influenced by any third parties – kids, grandkids, etc. I understand that sometimes it makes sense for a third party to be involved in some of the discussion. Such a request by the client can usually be accommodated, provided the attorney has had sufficient time to speak with the client in private, and there appears to be no danger of actual undue influence... or the appearance of undue influence. Many factors play into this determination.  

Call 870.424.6337 or

Contact Me for an Appointment!

Schedule In-Person or Phone Consult


Beginning February 21, 2024, I will be beginning the process of closing my law practice to join First Security Bank's Trust Department at their Mountain Home location. From that date forth, I will no longer be accepting new clients or providing existing clients with any ongoing legal counsel. Please know that you may locate another attorney of your choosing by going to

If you are a past estate planning client and would like photocopies of your original documents (the originals should be in your possession and/or control), please contact me as soon as is reasonably practical to make those arrangements. Best methods to contact me are listed below in order of preference:


2. Text 870-405-5245

3. Call 870-405-5245

4. Call 870-424-6337

Although it has been a pleasure practicing law for the last 25 years, I am eager to transfer my estate planning experience to estate administration by serving as a trust officer at First Security Bank. If you find yourself looking for a trustee, I hope you will consider me.

Should you have any questions regarding the above, please know I stand available.


Travis W. Ford