Free Consultation & Walkthrough

Cancellation Policy

Estate Free Consultation & Walkthrough Appointment Policy This policy outlines the terms and conditions for participating in a complimentary Estate Free Consultation & Walkthrough Appointment. 1. Purpose of the Consultation The Estate Free Consultation & Walkthrough Appointment is designed to provide prospective clients with: An opportunity to discuss their general estate planning needs and goals. A brief overview of common estate planning tools (e.g., Home Owners Insurance & Proof). An understanding of our firm's approach to estate planning. An assessment of how our services can potentially meet your specific requirements. Explain our fee structure for comprehensive services should you choose to proceed. This consultation is intended for informational purposes and an initial assessment only. It does not constitute legal advice and does not create an attorney-client relationship. 2. Eligibility This complimentary consultation is available to individuals and couples who are genuinely interested in exploring estate planning services for their personal or family needs. 3. What to Expect During the Consultation During your appointment, a qualified professional will: Listen to your concerns and objectives regarding your estate. Ask relevant questions to understand your current situation and desired outcomes. Provide general information about estate planning concepts. Outline a timeline, and discuss solutions that may be suitable for your circumstances. Discuss the next steps, including how to engage our services for detailed legal advice and document preparation. 4. Duration The Estate Free Consultation & Walkthrough Appointment is typically scheduled for approximately [1 hour] - in person or video. Please arrive on time to ensure you receive the full benefit of your scheduled slot. 5. Required Documents/Information To make the most of your consultation, we recommend bringing or having readily available: A general understanding of your assets (e.g., real estate, bank accounts, investments). Copy of Probate, Administrative/Executorship (current Homeowner Insurance Policy). Names and birthdates of key family members (e.g., spouse, children). Any existing estate planning documents you may have (e.g., old Wills, Trusts), if applicable. A list of any specific questions or concerns you wish to address. Please note: Financial statements or sensitive personal information are not required for the initial free consultation (court docs required).

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