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About 3 days after scheduling your appointment, you will receive a Mailer with important information that you will want to review prior to your personal Initial Planning Session. You will also receive an email with an online questionnaire for your Family Profile. We must have your Family Profile completed 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your worksheet or have any questions at all.
If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
