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 chat about your estate planning goals, needs, and wants.

I am sorry for your loss, and thank you for considering us to help you through this process. This meeting is a time for me to get to know a little about you and your lost loved one and for you to get to know about me. On the date and time you select I'll call you at the number you provide and we can chat about your situation. Looking forward to talking to you.