When you or your trusted advisor contacts our office our Client Resource Coordinator will schedule a time for one of our Estate Planning Professionals to call you in order to discuss your desire for estate & asset protection planning. We strive to schedule these Introductory Calls to occur within 24 hours of your first contact with our firm. These calls typically take 10-20 minutes.
During the Introductory Call we will gain a basic understanding of your particular situation and concerns. We will explain our Estate Planning Process and its benefits and seek to determine whether we are a good fit for establishing an attorney-client relationship.
If you believe our Estate Planning Process will benefit you, our Client Resource Coordinator will work with you to schedule a Foundation Planning Visit. Once the Foundation Planning Visit is scheduled we will start the next step: Gathering the Estate.