How To Get Started

Call our office at 888-829-0894 to schedule your Personal Consultation and ask to speak with Trisha, our Client Services Director. Trisha will schedule the most convenient appointment time available for you. We see clients Monday through Saturday. We even have evening appointments available to make planning as convenient for you as possible.

What to Expect the Day of Your Personal Consultation

On the day of your meeting, please expect to spend two hours with your attorney. The initial meeting with your attorney has two purposes:

  • To identify whether there is a good fit between you and the attorney; and
  • To educate you about the law and what would happen if you died with your current (or no) plan in place.

By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with your lawyer's guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.

Assuming that you and your attorney determine that there is a good fit between our firm and your family and that you identify specific ways you would want things to happen that are different than what would happen if something happened to you, you and your lawyer can design a plan for your family right away.

What Happens Next?

Once you and your lawyer have completed the design of your plan, you will then schedule a meeting for you to sign your planning documents approximately four weeks later. We have a process of reviewing the documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your documents, your assets and your family are protected as discussed during your design meeting.

We also verify that all your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our unlimited guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there's no charge for that.

We see this as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents. In addition, we send letters to all of the important people you have named as health care agents, trustees and guardians letting them know just what to do if something happens to you – namely, call us, we're here for your family!

After the Planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed at least monthly about changes in the law and about other issues that affect your family and your wealth.  Finally, we are always here for you and we don't charge you for phone calls, faxes, or emails. We welcome your communications! You'll be amazed at how easy and painless the entire planning process will be for your family. Call us today!

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