Instructions for Initial Consultations
To begin the process, please complete the Preliminary Questionnaire, which has been created as a online form. Simply click the button below to navigate to the questionnaire page:
If you are unable to fully complete the online questionnaire, please make sure to save your progress so you can come back later.
When providing the requested documents at the end of the questionnaire, you can provide us with said documents in whatever manner you deem appropriate (via email, postal mail, or delivery). Upon receipt of completed Preliminary Questionnaire, someone from our office will contact you to schedule a convenient time for your consultation.
Here are three things we expect: (1) A fully completed Questionnaire; (2) Complete, legible, originals or copies of existing documents; (3) Attendance by each person who is needed to make a “go forward” or “stop” decision.
Here are three things you can expect at the conference: (1) Discussion of your answers to the Questionnaire to make sure we understand why you are meeting with us and that we are the right attorneys for you; (2) Review of your existing documents for legal compliance and functionality; (3) A thorough explanation of our process and fees to move forward.
If you haven’t already done so, we invite you to pursue our website between now and our meeting, especially the Frequently Asked Questions (FAQ) page, which includes questions and general answers about process and fees. Also, you are invited to visit other areas of the website. For instance, under Resources / Articles, there are two articles written to help folks understand some things about estate planning that we will definitely be discussing. Reading them beforehand will likely enhance the planning process, making it less confusing and more efficient. One article is entitled, Who’s Who and What’s What in an Estate Plan, and the other is entitled, 4 Ways to Transfer Property. Please know that these articles are for general, educational purposes only.
As stated in our firm Mission Statement, which appears on the website, we are committed to serving our clients in a way that honors God. To that end, we promise to be transparently fair, competent, and thorough in working for your best interests and peace of mind.
We look forward to meeting with you. If you have any questions or we may be of further assistance, please feel free to contact us at any time.