|
What
to Expect at Marshall & Associates |
Founded in 1980, Marshall &
Associates is widely recognized as a leader in providing quality
estate planning and elder care planning services. We know how to
help our clients achieve their goals and protect their rights,
financial resources, and quality of life.
To help you plan most
effectively, we need to know as much as possible about you. So,
we ask you to prepare for your initial appointment and bring important
documents and information along with you.
|
Q: What
do I need to bring to my appointment? |
After
you contact us to
schedule your initial meeting, we will send you an appointment
confirmation letter that will include a family information sheet
and a checklist of items you should bring with you.
Please
try to fill out the information sheet in advance of your
appointment. But, if
you can't find or gather all the information we request before your appointment,
that's okay. Don't postpone your appointment. Bring what you can
locate. We should be able to get the remaining paperwork we
need.
