Client Referral - Assisted Plan

Client Self-Referral

ASSISTED PLAN

All FIELDS ARE REQUIRED

Please let us know how you found us

Please list the person's first and last name, so we can give them credit
or the website URL or other information as to how you found us.

Contact Information

First Name:

Last Name:

Email Address:

Phone Number (123-456-7890):

City:

State:

Additional Information

Please give as much detailed information about your
needs for your trust and estate plan as possible, so the
attorney can be as prepared for the consultion as possible

Do you need a financing option?

Yes NO

Scheduling Information

Important Notes to consider before requesting a time block:

Initial Consultations are scheduled for 30 minutes.
Time Blocks are listed in two-hour blocks of time.
The initial consultation will be scheduled within the Time Block requested.
If you need to schedule for a specific day (at least 3 days out, not more than 30) put the date in the Additional Information block below.

YOU MUST ALLOW 3 BUSINESS DAYS FOR THE
APPOINTMENT TO BE SCHEDULED

Consultation Day:

Consultation Time BLOCK:

YOUR Time Zone:

There are NO in-person meetings with our attorneys

ALL consultations are done via Zoom or telephone conferencing only

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