The Initial Meeting FAQSs
What Happens During the First Meeting?
Your first meeting is a conversation—not a checklist. You’ll meet with one or two attorneys who will take the time to understand your family, your priorities, and what matters most to you. We’ll talk through the relationships and responsibilities that shape your life.
From there, we’ll transition to a high-level discussion of your assets to understand what should be incorporated into your estate plan. This allows us to begin building a thoughtful, strategic plan designed to protect your family’s legacy—now and in the future.
How Long Does the First Meeting Take?
Most initial meetings last between one and one-and-a-half hours. We allow ample time to listen and ask meaningful questions.
What Is My Role During the Meeting?
Your role is simple: share your story. The clearer the picture you paint of your family, goals, and concerns, the better we can design a plan that protects what matters most.
Who Will I Be Meeting With?
We work as a team. At your first meeting, you’ll be supported by multiple attorneys, along with dedicated legal assistants who are part of your client team. This team-based approach ensures continuity, responsiveness, and that you always have someone available who knows your plan and can answer your questions.
How Can I Prepare for the First Meeting?
Before your initial meeting, you’ll complete your custom intake form. This gives our team a high-level understanding of your family, your life stage, and the assets you want to protect—such as whether you have children and the types of property or investments you own.
It’s helpful to gather general information about your major assets, including real estate, bank accounts, retirement accounts, life insurance policies, and any business interests. This overview allows us to guide the conversation thoughtfully and begin shaping a plan tailored to your goals.
What Happens After the Meeting?
We’ll send you clear, concise follow-up outlining any remaining initial items we need. Once those are finalized, our team will get to work! We’ll provide consistent, proactive communication throughout the remaining process.
What Follow-Up Can I Expect?
You can expect consistent, proactive communication. Our attorneys and legal assistants stay closely connected with you throughout the process so you’re never left wondering what comes next. Whether we’re delivering draft documents or following up on outstanding items, our goal is for you to feel informed, confident, and fully in control of your plan.
We walk alongside you, providing thoughtful estate planning and lifelong peace of mind.