Preparing for Your Initial Consultation
Congratulations on taking personal responsibility for protecting your family and thank you for selecting our firm to assist you. Our Lifetime Asset Protection Planning Consultation Protocol is a five step process, which is described step-by-step below. Reading through these six steps will acquaint you with our process, our services and the fees associated with your initial consultation.
Step One
Once your initial consultation is scheduled, you will receive a Confidential Client Questionnaire. At your option we may send these documents to you either in the US Postal mail or as an email attachment. Note: Be sure to carefully read the instructions before completing these documents.
Step Two
Please make sure you put the consultation date in your calendar and complete the Confidential Client Questionnaire prior to the meeting. We will be unable to have a productive meeting unless you fill out the questionnaire prior to the initial meeting.
Step Three
During the consultation, Charles will confirm his understanding of your responses to the information you provided in the Confidential Client Questionnaire, both clarifying and supplementing as needed. 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; and (2) the fee for the various planning alternatives.
Step Four
After your initial consultation, you may choose to proceed to the second meeting, which is the design phase. The design phase is not complimentary. The fee for the design phase will be discussed after we review your personal situation. Since every family’s situation is different, we are unable to quote a fee until such time that we review the specifics of your particular situation. During the Design Meeting, Charles will be providing specific, personal legal advice unique to your objectives, to include a detailed explanation of your planning alternatives.
Step 5
If you choose to retain our services to implement the planning alternative you select, then we would sign an Engagement Letter detailing the services to be provided and the fees. You also would pay one-half (1/2) of the total planning fees to bind the Engagement Letter at that time, and we would schedule a mutually convenient time and date to sign your legal documents. The balance of the fees would be due and payable when the legal documents are signed.
