To begin our initial consultation process, click Request a Consultation or Get Started Now.
You will then be taken to an online form to input your basic contact information.
From the pull-down options presented, be careful to select the option to collaborate on a new estate plan, not the option to review an existing estate plan.
Within two minutes of submitting your request, check your email inbox for three (3) separate emails, each containing a link to the three (3) separate forms we need you to complete before scheduling your initial consultation.
For a description of these forms (i.e., Confidential Client Financial Information form, Estate Planning Priorities Quiz, and Confidential Client Questionnaire), see below.
Note: If these forms do not appear in your inbox, please check your "spam" or "junk" email folders.
After completing the forms, you will receive a link to our online appointment calendar to select a time and date for your initial consultation.
A general overview of your financial assets is essential in helping us prepare for your meeting and answer your questions. While we provide a fillable PDF form for your convenience, you may also provide this same information in an alternative format.
Just as our clients are unique, so is each estate plan we create. What is “essential” for one client may be “irrelevant” for your circumstances, and vice versa.
The purpose of this “survey” is two-fold: 1) to provide us with an initial snapshot of your unique estate planning priorities and 2) to provide you with an easy-to-understand estate planning tutorial before we meet. After you complete the Estate Planning Priorities Quiz, you may have a better grasp of estate planning than most attorneys!
The purpose of this Questionnaire is also two-fold: 1) to provide us with the initial snapshot of the 3 Ps relevant to your estate plan [i.e., the important People, Property, and Plans]; and 2) to help you think through and evaluate your important 3 Ps before our meeting.
A: Information on this form will be saved automatically when you close the form. To access the in-process form, use the form link provided in this email. We recommend that you review the Questionnaire form first, locate the information requested, and then set aside time to complete the form. Do not click "Submit" until all information has been completed.
A: If the form does not “submit,” please look for fields outlined in red on the pages associated with any tab reflecting a red “!” and complete the required field. Once all required fields are completed, the form can be successfully submitted.
A: We selected Lawmatics because your answers are kept confidential and secure when entered and submitted. Lawmatics stores all of your data at 256-bit AES encryption, the same standard used by banks and other large financial institutions. Data is sent and received using 128-bit SSL encryption, which keeps your private information safe from third-party access.
REMEMBER: “The choice of a lawyer is an important decision and should not be based solely upon advertisements.”
This statement is required by rule of the Supreme Court of Missouri.
