Pre-Consultation Welcome Packets

The following Welcome Packets will help you to prepare for your upcoming consultation with our office. Please view the appropriate Welcome Packet in advance of your scheduled consultation.

  • Estate Planning In Advance of Incapacity or Death

    Whether you're single or married, organizing your legal and financial affairs is critical to ensuring your designated loved ones have access to and control over your affairs when necessary. 


    This welcome packet will help you learn about our process, fees, and what to expect at an Estate Planning consultation.

    WP (Estate Planning)

  • Administration During Incapacity

    If you need to manage a loved one's legal and financial affairs due to their incapacity.


    This welcome packet will help you learn about our process, fees, and what to expect at an Administration During Incapacity consultation.

    WP (Incapacity)

  • Administration Upon Passing

    If you need to manage a loved one's legal and financial affairs due to their passing, whether they had an estate plan or not.


    This welcome packet will help you learn about our process, fees, and what to expect at an Administration Upon Passing consultation.

    WP (Passing)