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|  | | Estate Planning & Small Business Representation | |
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It only takes a telephone call or e-mail to start the process. I am happy to meet you at your home, office or other location convenient to you. In about an hour of your time, you can provide me with the bulk of the information I need to prepare your estate planning documents. If you want to prepare ahead of time, you can prepare the lists described in PREPARING FOR OUR FIRST MEETING. However, I usually can obtain most of the information I need from you during our initial meeting. It helps to meet at your home or office. It is easy to forget a piece of information. If your records are within reach, you can get the information and we can move forward.
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