Initial Consultation
Planning for the future, and gaining control over your property, your financial affairs, and your business are key when it comes to peace of mind.
At your initial meeting, Clancy will discuss the four principles of estate planning (these can be found on the home page), learn about you and your family, as well as teach you about the law, and what that means to your family and your finances, in addition to answering any questions you may have. Expect the meeting to last a little over an hour.
To make the initial consultation substantive and helpful to you, you can either download the Estate Planning Questionnaire, or call our office and we can mail it to you. The questionnaire is designed to help you organize your family and financial matters. Fill the questionnaire out to the best of your ability and bring it with you to your initial meeting. If you decide to hire us as your attorney, specific fees will be discussed at that time. We bill our services on a flat rate project basis so you know exactly what your costs will be before you ever hire us to serve you.
Call or email us today to schedule your initial, no cost consultation.