Peace of Mind Consultation

Service Description

Interested in getting a Will or Trust in place? Our Peace of Mind Consultation is for you! This is an in-person or virtual meeting with our attorney(s) so you can learn more about how to protect your family and assets with an estate plan. Here's what will happen: - You'll share your goals and objectives - We will explain your options and our estate planning packages and unique flat fee pricing - If we decide we are a good fit to work together, we'll discuss next steps (and if not, that's fine too!) REQUIREMENTS FOR BOOKING: - If you are married, both spouses must be in attendance. This is to make the best use of our time together. 如已婚，夫妻双方必须同时参加。 - You will be asked to complete an online questionnaire before our session. This is so we can properly advise you. 如您未在会议前三天完成问卷，我们将取消此次会议。 - This consultation is available to residents of New York or New Jersey only. 敬请谅解：我们只接待纽约和新泽西州的客户。 If any of the above conditions are not met, we ask that you kindly reschedule. Thank you!