We begin our relationship with a one on one meeting with you. The goal is to discuss your situation and see if our firm would be a good fit for your needs. If, by the end of this meeting, you decide to proceed as a client, we take a deposit to schedule the next meeting. If you choose not to proceed, there is no obligation.
This meeting takes around two hours. In it, you and your attorney will discuss, in detail, your values and wishes for the distribution of your estate. You should plan to make preliminary decisions regarding the people you are naming as agents, and what sorts of protections you wish to place on the distribution of your assets.
Whether you are already operating a business or at the beginning of the process, our planning meeting will help you understand what you need to do to get where you want to be. You have the choice what type of entity to create and the format it will take.