Prospective Clients
Initial Consultations
Scheduling
If you are interested in setting up an initial consultation, please feel free to contact our office to discuss setting up an appointment.* Consultations can be done in person, over the phone, or via zoom.
Preparation for Your Appointment
Fill out this form and we will contact you.
We ask that a Client Intake Sheet be filled out for all appointments.
To be able to discuss more thoroughly the specific details of your situation or what you are looking for during your consultation, please fill out the form(s) that best matches the reason for your visit.
Estate Planning: Please fill out an Estate Planning Questionnaire
Business Formation: Please fill out a Business Formation Form
3.) Consultation
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*There is usually a fee for an initial consultation. At the time of the scheduling of your appointment, we will confirm those details with you. If a fee is charged, all major credit cards, debit cards, cash, and personal checks are accepted at the time of your appointment. If you choose to prepay, you can do so here after you receive a confirmation code from our office.