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About Our
Complimentary Consultation
Estate planning is a very personal
matter. It is all about taking steps to protect the
people and belongings that are near and dear to you:
your children, grandchildren, parents, siblings and
other loved ones; and your home, heirlooms, family
business, retirement and other assets you have built and
acquired during your lifetime. It is a process that
requires that you genuinely trust and like the people
who are helping and advising you.
Our Initial Consultation is designed to
give you the opportunity to find out about our firm, our
approach to estate planning, and to help you decide if
our services fit your needs and objectives. It is also
designed to give you all of the information you need in
order to determine what planning is right for you and
your family.
In order to make the best use of your
time and ours, and to enable us to be prepared for the
meeting, we ask that you provide us with information
about you, your family, and your assets, as well as your
general goals and objectives. This information should be
provided to us on the Estate Planning Information Form
and Goals and Objectives Checklist.
Most Initial Consultations take
approximately 1 to 1-1/2 hours, although we will always
allow enough time to answer any of your questions.
Usually, at the conclusion of the Initial Consultation,
we will give you a recommended course of action, as well
as a number of alternatives, and their corresponding
fees. It is up to you to decide how you want to proceed
with the planning. There is no obligation and no fee for
the Initial Consultation.
If you would like to
arrange a Complimentary Consultation, you can access the
Estate Planning Information Form and Goals and
Objectives Checklist by clicking on the links below, or
by calling us at (301) 428-3911.
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If you are married, please click on these links
to download the
Married Information Form and the
Goals & Objectives Checklist.
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If you are single, please click on these links
to download the
Individual Information Form and the
Goals & Objectives Checklist.
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Click here to download the Initial Consultation
Packet and Directions to our Office.
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