Becoming Our Client
We like to call our first meeting a get acquainted meeting. We will spend some time talking about your “big picture” concerns, your family, and the document options you have. This low-pressure, no-obligation meeting is also a chance for both sides to ensure that our office is right for you. It is not necessary for you to bring anything to the meeting. This is an opportunity to talk.
Thirty minutes into the meeting, you will have a general idea if our office is right for you and what your next step will be; that is why we do not charge for the first thirty minutes. If you were referred to our office by a client or an advisor, or attend one of our free educational workshops.
Do not feel pressured to bring in anything at the get-acquainted meeting. If we move forward in designing a plan, we will provide you with a Data Gathering Packet with a list of documents we will need you to bring back for your Design Meeting in addition to a Personal Information Sheet, listing family members and other personal information.
Please feel welcome to sign up to attend one of our free Fundamentals of Estate Planning Workshop by clicking here, or contacting our office at (559) 374-2223. You may also subscribe to our client newsletter by clicking here.
Client Attorney Partnership Program (C.A.P.P.)
For more information about C.A.P.P., please click here.