|
Because we know your time is valuable, we've arranged to make it as easy as possible to get started.
We begin every new client relationship with an initial consultation. This meeting usually lasts about two hours. Call 694-6000 to schedule an appointment.
Once your consultation is set, we will send you a new client package by mail, which we ask you to fill out and return to us at least 3 days in advance of your consultation. This information will give us an important general overview of your current assets and estate planning. We'll review this before your meeting, so none of our face-to-face time is wasted. That way, every minute you spend with us will be focused on meeting your estate planning needs.
Feel free to call the office at any time if you need assistance completing your worksheet or have any questions at all.
If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
To set an initial consultation meeting, please contact us.
|
