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We appreciate the potential opportunity to work with you on your estate planning. Prior to your initial conference, we ask that you download, print and review the following:
As explained in the above “Frequently Asked Questions About Estate Planning” (FAQ) document, we ask that you please complete several tasks prior to the initial meeting or teleconference. First, you must thoroughly review the contents of the entire Welcome PAK before the initial meeting or teleconference. Second, we ask that you return your completed EPQ in advance of your initial meeting or bring with you sufficient information for our paralegals to assist you in completing the EPQ when you arrive. We want to make sure our firm expertise and your legal needs are a good match. And, we want to inform you before your initial conference of the typical costs associated with proper estate planning so you will be ready to engage us if we are good fit. If at the conclusion of your consultation you decide not to engage us for legal services, you will only be charged, by the hour, for the amount of time spent with you during this initial meeting.
We simply want the time you spend with us in the initial conference to have great value to you.
We look forward to seeing you soon, and if you have any questions prior to your conference, please don’t hesitate to contact our office.
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