If you have been an estate planning client of ours in the past and are coming back for an update, review, or other addtional work, please download a package for Returning Clients.Choose the single person or married clients package, depending upon your marital status.
Fill out the requested information 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 or provide us with a copy prior to the meeting. You only need to return the information that is requested on the "Instructions" page.
Please try to return the requested information at least 24 hours prior to our meeting. We have found that the meeting takes much less time, if you fill out and provide the information in advance; otherwise, it normally takes longer and consequently costs more to complete any needed work.
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date is otherwise given, all legal fees and/or special offers listed on this website are subject to change or being withdrawn at anytime without notice.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.
