Estate Planning Initial Meeting

Transcript:

Hi, I’m Matthew Crider. I’d like to thank you for asking us to help you with your estate planning. I wanted to send you this short video so that you could have some idea of what to expect for our very first meeting.

Before our very first meeting, we’re going to send you a packet of information. In that packet is a brief questionnaire that we will ask for you to complete in advance of our first meeting.

Once we do meet, we’ll have about 45 minutes to an hour to get to know each other. During that meeting, I’m going to ask you questions about your family, your loved ones, your property, your assets, and so on.

I’m also going to ask you questions about what your goals and objectives are. That’s very important so that, as we continue with our planning, we have your goals and objectives clearly in mind.

At the end of the first meeting, we’re going to have a clear idea of where we’re going. After that, we’re going to schedule the next meeting, which is the design meeting. I’ll send you some information about the design meeting in another video.

For now, thank you again for asking us to help you with your estate planning.