Client Self-Referral
ASSISTED PLAN
All FIELDS ARE REQUIRED
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Contact Information
First Name:
Last Name:
Email Address:
Phone Number (123-456-7890):
City:
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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?
Scheduling Information
Important Notes to consider before requesting a time block:
Consultation Day: Monday Tuesday Wednesday Thursday Friday
Consultation Time BLOCK: 8AM - 10AM 10AM - 12pm 1PM - 3PM 3PM - 5PM 5PM - 7PM Other (Explain in "Additional Information" beleow)
YOUR Time Zone: Eastern Central Mountain Pacific
There are NO in-person meetings with our attorneys
ALL consultations are done via Zoom or telephone conferencing only