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Prepare for your consultation

  • Bring a valid driver’s license, identification card, or passport for each potential client.

  • Collect any previous estate planning documents, bring any originals and copies.

  • Bring along any outstanding pre-marital / post-marital agreements.

  • Keep a list of questions and items that you wish to discuss.

  • No need to show up early, just be on time.

  • Have fun! These meetings go quick and are kept as causal as possible.

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