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We are so sorry for your loss and appreciate the potential opportunity to assist you with the estate administration process. Prior to your initial conference, we ask that you download, print and review the following:
As explained in the enclosed “Frequently Asked Questions About Estate Administration” (FAQ) document, prior to the meeting, we ask that you carefully review the ETAQ we have enclosed. While the ETAQ may seem overwhelming, we ask that you attempt to gather and bring to the initial meeting as much of the information as possible. You will find a helpful “Items to Collect” section. Amongst other documents, you need to locate any and all estate planning documents created prior to death. This may entail a frustrating search from basement to attic or even in a bank lock box. The more information you can collect the better - we simply want the time you spend with us in the initial conference to have value to you.
We look forward to seeing you soon, and if you have any questions prior to your conference, don’t hesitate to contact our office.
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