Your First Meeting

Thank you for considering our firm for your estate planning needs. Every law firm works differently, and ours is no exception. At your first meeting, our attorneys will talk with you about your objectives and present you their recommendations for a complete estate plan according to your situation and scope of your estate.

To help us understand the particulars of your estate and your objectives, we ask you to complete an estate planning questionnaire and email, fax, or mail it to our office approximately one week prior to your meeting, along with an up-to-date balance sheet and any previous estate planning documents. These documents will provide us with important information about your estate and your estate planning goals, and they will help ensure the most effective and efficient meeting possible.

Please feel free to contact our office manager at (206) 583-0155 ext. 0 if you have any questions, concerns, or if you are interested in scheduling a meeting time.

We look forward to hearing from you!

Download Estate Planning Questionnaire

Right-click “Save Link As” these .PDFs.