Complimentary Consultation at James A. Hyatt

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 at the Law Offices of James A. Hyatt & Associates 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 at the Law Offices of James A. Hyatt, 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 at the Law Offices of James A. Hyatt 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 the Law Offices of James A. Hyatt at: (301) 428-3911.

1. If you are married, please click on these links to download the Married Information Form and the Goals & Objectives Checklist.
2. If you are single, please click on these links to download the Individual Information Form and the Goals & Objectives Checklist.
3. Click here to download the Initial Consultation Packet and Directions to our Office.