Preparing for your Right Fit Meeting

The meeting typically lasts about 30-45 minutes. This gives us enough time to discuss your goals, answer your questions, and explore whether our services align with your needs.

You don’t need to bring any documents to this initial meeting. However, before the meeting, we ask that you complete an online questionnaire and upload any existing estate planning documents you may have. We recommend bringing any questions or concerns you have about estate planning, as well as any general ideas about your goals for the future.

The Right Fit Meeting is complimentary if you meet with our Client Relations Director. However, if you prefer to meet with an attorney for the Right Fit Meeting, there is a fee of $500. Please note that appointments with an attorney are typically scheduled several weeks later than those with our Client Relations Director due to the attorneys’ schedules.

We’ll cover your general estate planning needs, your concerns, and what you’re hoping to achieve. The intention for our time together is to add value and clarity to your life, whether you decide to work with us or not. The best way we know how to do that is to learn more about you, your goals, as well as what you’re struggling with and what you are worried about. We’ll also discuss how our firm approaches estate planning and answer any questions you have about our process or fees.

Many people decide to hire us during the Right Fit Meeting, but there is no pressure to make any decisions at that time. The goal is to be of service, provide you with information, and help you decide whether we’re the right firm to assist you in planning for your future.

If you decide to work with us, we will send you a representation agreement to officially hire us, along with an invoice for payment. Then, we will schedule a follow-up appointment to dive deeper into your estate planning needs and begin gathering the necessary information. If after the Right Fit Meeting we determine another solution might be better for you, we’ll provide recommendations to help you move forward.

Before the meeting, please complete the online questionnaire and provide us with any existing estate planning documents you have. Additionally, think about your goals and any specific concerns you have about your estate. If you have a general idea of what you’d like to accomplish, that’s a great start. You can also write down any questions you might have so we can address them during our discussion.

You can schedule a Right Fit Meeting by calling our office, visiting our website, or emailing us directly. We’ll find a convenient time that works for you.