Skip to content
Home
Registration
Appointments
Resources
Home
Registration
Appointments
Resources
menu
close
close
close
Home
Registration
Appointments
Resources
IT IS STRONGLY RECOMMENDED THAT YOU SPEAK WITH THE LSPN CONNEX CONCIERGE BEFORE SCHEDULING A CLIENT MEETING TO ENSURE THAT THE NEEDED PROFESSIONALS WILL BE AT THIS MEETING.
*
Indicates required field
Have You Met With The LSPN Concierge?
*
Yes
No
Advisor
Advisor Name
*
First
Last
Advisor Email
*
Advisor Phone Number
*
Client
Client Name
*
First
Last
Client Email
*
Client Phone Number
*
Client City
*
Client State
*
Scheduling (Date/Time)
What dates and times is your client available?
Day of the Week
*
Any Day
Monday
Tuesday
Wednesday
Thursday
Friday
Weekend Only (very limited availability)
Time of the Day
*
Any Time of Day
Mornings (8-12 MST)
Afternoons (12-4 MST)
Evenings (limited availability)
Only Available On This Specific Day or Time
*
If Applicable
Specific Details
What is/are the Issue(s) that Need(s) to be Addressed
*
Business Owner
Tax Issues
Immigration
Special Needs
Probate
Other
Additional Information
*
Note: Complex or Non-Estate Planning may require 2-3 weeks for an appointment. We need the appropriate expert for these cases and they have limited availability.
Submit
