Getting Started

Call our office to schedule a consultation at the most convenient time for you. We see clients Monday through Saturday and even offer evening appointments. Our goal is to make the process as simple and convenient as possible for you.

Before Your Personal Consultation

About three days after scheduling your appointment, you will receive a Priority Mailer with your Family Wealth Inventory and Assessment worksheet (also available below) and other important information that you will want to review prior to your consultation. We must have your worksheet returned to our office three days prior to your consultation either by mail, fax or electronic mail. Feel free to call us at any time if you need assistance completing your worksheet or have any questions whatsoever. If you have existing estate planning documents, please make sure we have them in our office at least a week before we meet so that we can review them in advance.


The Day of Your Meeting.

Our initial meeting usually takes about two hours. This meeting serves two purposes:

  1. To identify whether there is a good fit between you and the attorney who will become your “counselor for life”.
  2. To educate you about the law and what would happen if you died with your current plan, or with no plan at all.

Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you can benefit from our services, you and your attorney can work together to design a plan for your family right away.

What Happens Next?

Once you and your attorney have completed the design of your plan, you will schedule a convenient time to sign your documents. 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 it can accomplish your goals. 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 schedule and review your asset spreadsheet with you to ensure all of your questions are answered. Of course, if they are not, we are always available to answer your questions at any time in the future. And, there’s no charge for that.

At our third and final meeting during the Planning stage of our relationship, we will guide you to pass on more than just your financial wealth. We will discuss issues such as who you are and what is most important to you, and other intangible, “spiritual” matters. We have developed a tool that helps you to pass on your intangible wealth right along with your financial wealth.

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. And, if you participate in one of our maintenance programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services.

Finally, we are always here for you and we don’t charge for phone calls, faxes, or emails. We want to speak with you and serve as your lawyers for life. Contact us today to schedule your initial consultation.