A clear first step
How the consultation-request process works
The process is designed to be simple for the family and appropriate for the lawyer who must review conflicts, facts, scope, and availability.
1. Choose a general category
Tell us whether the request concerns estate planning, elder law, probate, trust administration, guardianship, or a supported dispute. You do not need to diagnose the legal issue.
2. Share only basic information
The first form asks for name, phone, email, Vermont county, general category, timing, and whether you already have counsel. Do not upload or describe confidential documents, medical facts, finances, or dispute strategy.
3. The request receives an initial review
Green Mountain Estate Guidance records the basic request for follow-up and potential connection with appropriate Vermont counsel. Before a firm receives the request or offers a consultation, it must be identified and independently check conflicts, legal need, service area, and availability, and none of those checks happen automatically just because a form was submitted.
4. Representation requires a separate agreement
Submitting a request, receiving a call, or scheduling a conversation does not create an attorney-client relationship. Representation begins only when the lawyer and client agree to scope and terms in an engagement agreement.
Last updated: August 16, 2026
Start here
A clearer next step starts with the right conversation.
Share the general category and your Vermont county. No documents or detailed private history are needed to begin.