complimentary consultation 
what to expect

  1. When you schedule your complimentary consultation, we will ask you to complete an Complimentary Consultation form. This form can be downloaded here, or we can email, mail, or fax it to you. See Contact page for fax and email.
  2. Return the form within five (5) business days of your scheduled visit by attaching a copy to this email. You may also mail or fax your form. Feel free to include supporting documentation if you like or bring it with you to the consultation.
  3. At the consultation, we will use the information your provided on the form as a starting point to discuss your estate planning needs and possible solutions.
Estate PlanningEstate Plan Maintenance
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Getting Started
Complimentary Consult
No Obligation
The Consultation carries no obligation to hire Confluence Law Center to prepare your Estate Plan.  If our meeting leaves you feeling that this is a good fit and you want to pursue the potential solutions discussed, Confluence Law Center will be honored to partner with you in developing the estate plan that is right for you. If you do not wish to engage then we part as friends, glad to have met you and helped you in some way better define your vision for your estate plan.