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. We also occasionally hold office hours at other businesses. For example, we meet with clients throughout the year at Penn State Golf Course Walker Clubhouse in State College, PA.
The client should attend the initial consultation. If the client is not competent, the client’s authorized agent(s) under a Power of Attorney should attend. If this is an estate administration consultation, all named executors and trustees should attend.
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.
All of the information requested on the Questionnaire is essential to getting to know you and your circumstances prior to the consultation so that we can maximize your time at the consultation by focusing on the particular issues that impact you. If you choose to not complete the Questionnaire and have a more general initial consultation, we can do that. Keep in mind that a follow up consultation may be necessary.
If you have completed the Questionnaire and have supplied all requested documents, the attorney will quote a fee for the services recommended at the conclusion of the one-hour consultation. If you need to make decisions that impact the complexity of the estate planning documents or the attorney needs to take additional time to review lengthy documents that are already in place, the fee will be quoted later.
We will quote the fee for estate and/or trust administration at the conclusion of the initial one-hour free consultation. If there is uncertainty about how certain assets of the decedent were held at the time of death, there may be two fees quoted.
