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Client Custom Plan Appointment



    The results of the Interactive Video that you just went through, indicate that you need a Custom Plan.  Please select ALL the applicable situations for your Estate Plan.

    Important Notes to consider before requesting a time block:
    1. Initial Consultations are scheduled for 30 minutes.
    2. Time Blocks listed are in two-hour blocks of time.
    3. The 30-minute initial consultation will be scheduled within the Time Block requested.
    4. If you need to schedule for a specific day (at least 3 days out, not more than 30) put the date in the Additional Information block below.
    YOU MUST ALLOW 3 BUSINESS DAYS TO SCHEDULE AN APPOINTMENT
    Please give as much additional information as possible so the Legal Professional can be as prepared as possible
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