What to Expect When We Meet ~ Estate Planning Consultation
We know that people sometimes do not like surprises. So we have provided this information to help make your first meeting as productive and informative – and as surprise-free – as possible.
We will send you a form to fill out in advance, our you can find and print the form here. On this form, we have asked some very personal and detailed questions. You may be astonished at the legal significance of some of the more impertinent questions we ask. If you do not have exact amounts or are missing some information, do not worry, simply complete the form to the best of your ability. Then we ask that you return the completed form to us at least one day prior to our first meeting. The more we know before our meeting, the better we will be able to counsel you while we meet. Feel free to fax, mail, email or drop off the form at our office. If you arrive in person to drop off your form, and our office is closed, you may drop it in the mail slot on our front door.
Please write down any questions you may have, and bring the list with you. We love questions! We want you to be the most well-informed and pro-active participant in designing the plan that best fits your family and your financial situation.
Existing Estate Plan Documents
If you have existing estate planning documents, such as a trust, will, or power of attorney, please submit those in advance of our meeting as well, if at all possible. Otherwise, bring them with you to the meeting.
During the Meeting
Expect this first meeting to last about one hour. This should give you plenty of time to discuss your needs and concerns with us. During the meeting, we will ask you what triggered you to call us, review the form and any documents you submitted, and offer you various solutions to your concerns based on your particular situation. We will see if we are a good fit to work together
Just because you meet with us, does not mean that you have to hire us. If you like us, and you agree with the solutions that we may offer to you, we would be honored for you to engage us to assist you. Most often, we charge a flat fee for our estate planning services. You will have a fee sheet available to you during the consultation. If you do engage us, we begin work after we receive a 50% deposit (cash, check or credit card) and you most often will have drafts to review in four weeks or less. If you do not engage us, we will part friends and neighbors. We look forward to meeting with you.