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LSPN CONNEX CLIENT MEETING
This is to schedule a meeting with LSPN Attorneys and Partners for clients that require Advanced Financial and Legal Solutions.
IT IS STRONGLY RECOMMENDED THAT YOU SPEAK WITH THE LSPN CONNEX CONCIERGE BEFORE SCHEDULING A CLIENT MEETING TO ENSURE THAT THE NEEDED PROFESSIONALS WILL BE AT THIS MEETING.
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Indicates required field
Have you met with the LSPN Concierge?
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Yes
No
Advisor
Advisor Name
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First
Last
Advisor Email
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Advisor Phone Number
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Client
Client Name
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First
Last
Client Email
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Client City
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Client State
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Scheduling (Date/Time)
What dates and times is your client available?
Days of the Week
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Any Day
Monday
Tuesday
Wednesday
Thursday
Friday
Weekend Only (very limited availability)
Time of the Day
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Any Time of Day
Mornings (8-12 MST)
Afternoons (12-4 MST)
Evenings (limited availability)
Only Available on this Specific Day or Time
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If Applicable
Specific Details
What is/are the Issue(s) that Need(s) to be Addressed
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Business Owner
Tax Issues
Immigration
Special Needs
Probate
Other
Additional Information
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Note: Complex or Non-Estate Planning may require 2-3 weeks for an appointment. We need the appropriate expert for these cases and they have limited availability.
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