Thank you for retaining us to handle your estate plan! The first step is to gather all of the necessary information. We need to know about you, your family, and also what exactly you want your Will to do among other things. We have a questionnaire designed to help you gather and organize the necessary information.
When you have the necessary information gathered, you can get the information to us in one of two ways:
Option 1: Call us and set up a phone interview with Renee, our paralegal. Have your filled-out form handy during the interview. She will be using a copy of the same form to gather the information from you.
Option 2: Fill out the form and fax it to us at (985) 873-8882, or scan and email it to our paralegal, Renee’: firstname.lastname@example.org.
Once we receive the information, we will contact you to set up a consultation with Morgan Allison to finalize your plan. That consultation is at least a week from the time we get your information to give us time to draft and review your plan.
Confused? Have Questions?
Just give us a call at (888) 376-5952 and talk to our friendly paralegal Renee’! She will be happy to help.