GETTING STARTED

If you are seeking assistance with Elder Care:

Please download and complete these Elder Care Client Information Forms before you come to your appointment.

If you are seeking assistance planning for someone with Special Needs:

Please download and complete these Special Needs Client Information Forms before you come to your appointment.

In addition, it will be helpful for you to bring any existing legal documents such as:

• Warranty Deeds
• Wills
• Living Wills
• Powers of Attorney
• Guardianship documents

It's also helpful to bring financial documents that show the existence or location and ownership of assets (such as bank statements, investment account statements, and insurance policies, including beneficiary designations).

We recommend that you also review the contents of the safe deposit box before you come to your appointment.

What You Can Expect:

Initial appointments with one of our attorneys last between 60 and 90 minutes. The fee for the initial conference is payable by check, cash, or Visa/MasterCard at the appointment.

If, during or after your conference, you request that one of attorneys perform additional legal services on your behalf, a fee for those services will be quoted to you at that time. Such fees may be calculated on an hourly, percentage, or flat-fee basis, depending on the nature of the services required.

Should you need to reschedule your appointment, please notify our office at least 48 hours in advance.