Potential Estate Planning Client
30 minutes
This is a time for me to get to know a little about you and you to get to know about me. On the date and time you select, I'll call the number you provide and we'll talk about your estate planning goals, needs, and wants.
30 minutes
This is a time for me to get to know a little about you and you to get to know about me. On the date and time you select we'll meet at my office at Burspace (1329 Highland Ave., Needham, MA) and talk about your estate planning goals, needs, and wants.
30 minutes
This is a time for me to get to know a little about you and you to get to know about me. On the date and time you select, we'll meet virtually in a private meeting room and talk about your estate planning goals, needs, and wants.