What You Can Expect From Us
1. Conference with
Charlie
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Listen to and understand your situation and concerns.
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Review completed
questionnaire disclosing financial,
health and personal information.
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Provide an overview
of the law relevant to your specific situation.
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Suggest alternative strategic solutions.
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Analyze current life and estate plan with recommendations for any changes.
2. Written
analysis (opinion letter) sent to client and authorized family members
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Confirm in writing our understanding of your situation and needs.
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Describe strategies and recommendations discussed at our conference.
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Describe how to reach your planning goals using the services of our office.
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Recommend changes in estate planning documents, if needed.
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Point out additional issues inherent in certain strategies, such as tax implications.
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Quote fees for our services.
3. What you
need to do
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Review and
understand opinion letter.
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When you decide to
Go Forward after reading opinion letter:
* Pay quoted planning implementation fee.
* Supply documents requested in the
documents to provide handout.
* Notify our office that
you wish to go forward with planning recommended in opinion letter.
4. What
we will do
Call our office and
schedule your first appointment with Louise. Commonly asked
questions during the initial interview
with Louise. Call
Louise at: 727.441.4516 |
