Becoming A Client

Becoming A Client

We offer a complimentary initial consultation for those interested in learning more about their estate planning options. When you are preparing for your initial meeting, you should complete the Estate Planning Worksheet which will be provided to you by submitting the contact form on this page, or calling us.

To take advantage of the time you will have with Mr. Boyd at the complimentary initial meeting, it is very helpful to fully complete the Worksheet, giving information not only about your estate (your assets), but also about your family, including any special circumstances regarding your children or grandchildren with respect to their education, medical or physical needs. The Worksheet will also held with the determination of your estate planning goals, aspirations and your needs and desires in doing your planning. You should also consider and identify who you want to appoint as the Personal Representative (executor) of your Will, guardians of any minor children, the successor Trustee of any  trust created, surrogates to make medical decisions for you, and the agent to serve under your Power  of Attorney. Is also very useful to bring to the initial meeting any current Wills, Powers of Attorney, Living Wills, medical directives, or other estate planning documents you currently have and have them reviewed by Mr. Boyd.

The fees for our legal services will also be discussed at the initial consultation and established clearly based upon a fixed fee structure rather than an open-ended hourly rate basis.

The complimentary initial consultation is designed to eliminate any impediments you may have in pursuing your estate planning needs. Don’t put it off any longer! Just submit the contact form you see on the left of this page, or call us at 352.383.8123 and get started today.