During our first phone call we try to gain a basic understanding of your particular situation and concerns. We'll explain our planning process and set a specific time to meet with you. We'll send you our Confidential Information Packet, which includes:
During our initial visit we ask you to share some of your background and history so we can get a good understanding of where you are right now and what’s most important to you and we will talk to you about your concerns and goals. During this discussion we come to a deeper understanding of your family dynamics, your unique needs, and your desires. We will take the time to answer all of your questions regarding the particulars of the law as it relates to your family and estate. Based on what we learn in these conversations, we will outline our recommendations and process, including our price to do this work and both your and our responsibilities.