Our Initial Consultation & What to Expect

Part of our mission at Marshall, Parker & Weber is to help each of our clients develop their own customized plan to help them achieve their goals and objectives. When you schedule your consultation with Marshall, Parker & Weber, you will speak with our Scheduling Coordinators who will request some general information from you. This will help us determine the type of consultation you will need and which office location will be most convenient.

Within a few days, you will receive a packet in the mail. It will include your copy of the Confidential Client Questionnaire. To provide you with customized planning options, our team needs to understand “the big picture.” For this reason, we ask each of our clients to complete the Confidential Client Questionnaire and return it to our office three days prior to your consultation. Don’t worry – we include a postage paid envelope to make it easy for you.

Do you want to get started now?

You can download and print a copy of our Confidential Client Questionnaire for your convenience.

What Can I Expect at My Initial Consultation?

When you arrive for your one-hour initial office consultation, you will be meeting with an attorney and case manager from our knowledgeable team.  They will talk with you about your goals and objectives; they may clarify items from your Questionnaire. They will also provide you with their recommendations of the best ways to meet your goals and the flat fee price for Marshall, Parker & Weber to complete your plan.  Of course, you will also have the opportunity to ask your own questions throughout the consultation so you can understand your options and be confident in the decisions you make.

Do You Make Home or Facility Visits?

Yes, we can arrange to meet at your home, hospital or long-term care facility. Because this requires additional time for our attorneys and case managers, a travel fee may apply.

Can A Family Member Participate by Phone or Video?

We encourage any decision makers to attend your consultation so they can see first-hand the types of strategies we recommend. Some of the concepts are complex and we often utilize our white boards to illustrate your options.

We realize it can be difficult for children who live out of the area to attend. Therefore, as a courtesy, we can have family members conference call into the consultation if arrangements have been made in advance. When you schedule your consultation, we can provide you with the conference calling number and password for any out-of-area decision makers.