Initial Consultation: the first phone call for new clients. A time to gather preliminary information and schedule a planning meeting.
Planning Meeting: first in-person or video conference meeting to gather detailed information and receive specific advice. Also for review of existing documents and answering basic questions without hiring the firm.
Existing Clients: in-person or video meetings for current clients.
Will Signing: final appointment for estate planning clients when estate documents will be signed. Requires two witnesses to be present for about 10-15 minutes.