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Estate Planning Pre-Consultation Assessment

Estate Planning Pre-Consultation Assessment

You have taken the first, and most important, step in protecting your future. Your initial consultation is incredibly important, and the first 30 minutes of it is Free. We want to make sure you maximize your attorney time, and minimize your attorney fees. In order to best service you, we have created the assessment below. This survey is designed to take between 3-5 minutes and will eliminate the need to discuss aspects of estate planning that don’t apply to you, allowing us to cut to the chase and give you the legal services you want and need. It is in no way a replacement for discovery, which will be conducted, in-depth, at a subsequent appointment depending on your specific needs. Please complete this form before the end of the business day prior to your appointment.