Essential Planning (Estate Value up to $2 Million)

1. Introductory Visit

When you or your trusted advisor contacts our office our Client Resource Coordinator (or one of our other Team Members) will schedule an Introductory Visit (by telephone) with Matthew Grupp, our Managing Attorney, to discuss your desire for Estate & Asset Protection Planning, and our planning process. We strive to set these Introductory Visits to occur within 24 hours of your first contact with our firm.

During our Introductory Visit together, we gain a basic understanding of your particular situation and concerns. We explain our Essential Planning Process and its benefits, and seek to determine whether we are a good fit for establishing an attorney-client relationship. If you and Matthew believe our planning process will benefit you, we will then begin Gathering the Estate.

We generally schedule a 10-20 minute telephone call for our Introductory Visit.