New or Prospective Client Information to Download, Fill Out, and Return to us at Least 24 Hours Prior to Your Scheduled Conference in Order to Receive Your Free (Up to One (1) Hour) Initial Estate Planning Consultation
If you are (1) a Beaufort County permanent resident who is retired, or (2) you are a full time permanent resident of Beaufort County, South Carolina living in a retirement community and (3) you have never been a client of ours, please download a package for New or Prospective Clients.Choose the single person or married client package, depending upon your marital status.
Fill out the requested information requested in the package and then call our office to schedule a mutually convenient time to meet. Most of the pages are for your information only and you do not need to bring them to the meeting. You only need to bring the information that is requested on the "Instructions" page. Return a copy of the requested information no less than 24 hours prior to your scheduled conference in order to receive your free initial consultation.
If you have any questions, please call us. We look forward to meeting with you and to being of assistance.
No portion of this material should be construed as legal, accounting, or financial advice.It is merely intended as general educational information and does not necessarily represent the planning that should be done in your particular situation. Unless a specific expiration date is otherwise given, all legal fees and/or special offers listed on this website are subject to change or being withdrawn at anytime without notice. However, once your appointment is made, if it occurs within 20 days of your calling us and setting up the appointment, the fee or special offer will be honored for 10 day after the appointment date. Please check back from time to time for the current legal fees and special offers.
