Living Trust
Pre-Consultation Form
Meeting with a lawyer can be intimidating, especially if you’ve never worked with one before. At Legacy, APC, we want all our clients to be comfortable every time they meet with us, starting with our initial consultation. Here are some quick pointers to help you prepare for that first meeting:
- The first step for everything we do is an initial consultation. This is a conversation in which we try to learn as much about you, your family, and your goals as possible.
- The initial consultation should last about 90 minutes, although it can vary depending on the services you need.
- For the initial consultation of our estate planning services, you only need to bring yourself. We don’t need deeds, titles, or financial statements. We will ask you for those things later if we need them.
- For the initial consultation of our probate or trust administration services, we will need more information and documents during the initial consultation. For example, if there’s a Will or a trust agreement, we will need to see that. Feel free to call us beforehand to determine exactly what you should bring with you.
- You don’t have to dress in your Sunday best for any of your meetings with us. We just want to meet you and talk to you to understand how we can best serve you and your family.
Contact Us for More Information
You can reach us by email or telephone at (619) 696-0778 to learn how we can serve you.