Estate Planning – Important Information About Your Initial Appointment

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Thank you for contacting our office regarding your estate planning. The link on the bottom of this page will take you to our initial intake form. This form allows us to be prepared for your meeting. Please complete the questionnaire as fully as possible and mail it to our office or drop it off with our receptionist.

During our initial meeting, we’ll review your assets, discuss estate and incapacity planning issues, succession issues and go over possible solutions to avoid probate and minimize taxes.  At the conclusion of the initial meeting we may offer to prepare or update your estate planning documents and will discuss what the estimated fee will be. If you choose to proceed, we will prepare draft documents for your review and schedule a signing appointment.

We hope this letter has been helpful in preparing you for the initial consultation. If you have any questions, please write them down so that we can discuss them during our meeting. Our initial meeting normally takes 30-60 minutes. If you need assistance prior to your appointment, please feel free to call or  . We look forward to meeting you.

Very truly yours,

BOYER & BOYER, P.A.

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