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Preparing For Your Initial Consultation:
Our Initial Consultation Protocol is a three-step process, which is described step-by-step below. Reading through these three steps will acquaint you with our process and our services.
Step One: Call our office at 516.620.5944 to schedule your Initial Planning Consultation. You may also fill out the contact form on the website. We see clients on Mondays through Fridays as well as certain Saturdays. Our office is conveniently located in Garden City, New York.
Step Two: Once your initial consultation is scheduled, please complete our Confidential Estate Planning Worksheet Questionnaire. If you have attended a workshop, the questionnaire would have been included in your packet. Alternatively, you may download the appropriate questionnaire directly from this website via the link below. Complete the information to the best of your ability and bring the completed questionnaire to your initial consultation. Click on the proper link below to download:
Estate Planning Worksheet- Married View Document
Estate Planning Worksheet-Single View Document
* Note: This download requires Adobe Reader 7.0. You may download the latest version of Reader for free by visiting http://www.adobe.com/products/acrobat/readstep2.html.
Important: If you have existing estate planning documents, please bring your existing documents to our meeting.
Step Three (The Initial Appointment):
At your initial consultation, Charles will thoroughly review the questionnaire, focusing his review on your responses to your planning objectives and the other information you provide in the questionnaire.
Your initial consultation will be approximately one hour. During the consultation, Charles will confirm his understanding of your responses to the planning objectives and goals.
You will also get a chance to tell us about your family, priorities, and goals. After we have gotten to know you better, we will educate you about the law and what would happen to your family and assets under your current plan. Finally, we will answer any questions you have about our firm, the planning process, or the law in general.
If you decide to hire us and we decide to take you on as a client, we will then design your asset protection plan. We will ask you a number of questions that allow you to customize your plan to get exactly the protection you need. At the end of the consultation, Charles will give you his opinion regarding: (1) whether we may be able to assist you with your planning objectives; (2) the planning alternatives Charles would recommend to meet your objectives; and (3) the fees for the various planning alternatives.
Based on your answers to the questions, we will give you a firm, flat fee quote for our legal services. We most commonly work on a flat fee basis – so you will know the entire fee up front and will not be surprised by an unexpectedly high hourly-fee bill. If you choose to retain our services to implement the planning alternative you select and we decide to take you on as a client, then we would sign an Engagement Letter detailing the services to be provided and the fees.
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