Preparing for My Consultation

The first step for everything we do is an initial consultation. This is a conversation in which we try to learn as much about you, your family, and your goals as possible.

The initial consultation should last about 90 minutes, although it can vary depending on the services you need.

For the initial consultation of our estate planning services, you only need to bring yourself. We don’t need deeds, titles, or financial statements. We will ask you for those things later if we need them.

Also, you don’t need to make any decisions about your estate plan during our initial consultation. Estate planning requires careful thought, and we want you to take all the time you need to make sure you get it right.

For the initial consultation of our probate or trust administration services, we will need more information and documents during the initial consultation. For example, if there’s a Will or a trust agreement, we will need to see that. Feel free to call us beforehand to determine exactly what you should bring with you.

You don’t have to dress in your Sunday best for any of your meetings with us. We just want to meet you and talk to you to understand how we can best serve you and your family.