Initial Consultation
Every family is unique, and you have questions, which is why we offer every family a FREE half-hour initial consultation.
We know your time is important, so to maximize the effectiveness of your consultation, and to ensure that the information we provide you is accurate, we request that you provide as many of the following as possible.
1. Copies of grant deeds to real property, if available
2. Estimated values of property and accounts
3. Copies of any existing estate planning or living trust documents
4. Recent appraisals of any property
5. Business entity information (i.e. whether they are corporations, LLC’s, etc., and ownership documents such as stock certificates, etc.)
We also request that you complete the brief questionnaire (Click the form to download the fillable pdf version) to bring to the meeting. It will help us provide you with specific information, relevant to your particular needs: