We offer a free heavy-duty binder, with an index, to all of our estate planning clients, to help them organize their estate planning information. If you are an estate planning client, you simply need to call our office and arrange a time to come by and pick it up. We will also provide you with a free three-hole punch, if you do not already have one.
For a free trust funding consultation provided to our returning clients with Revocable Trusts, see "Trust Funding" under our "Free Consultation" section.
This offer of a free trust funding consultation does not apply to new clients. However, once we have prepared trusts for a new client, as part of their estate planning, they can then come back for this free consultation, as long as it is still being offered.
See the bottom of each of our web pages for limitations on special offers.