FREEIC.INFO

Our firm offers $1000 Virtual Initial Consultations for prospective Clients referred by an adviser in our network. The Virtual Initial Consultations are explained at www.VirtualLawyer.info. As part of the virtual process, we review client documents* before a webinar, present solutions on a webinar, and communicate a value proposition at the end of the webinar. The $1000 fee credits toward the cost of phase 2 design work or phase 3 legal document drafting work... We offer the Initial Consultation to any client who brings a balance sheet and copies of any current wills or trusts. When we schedule the Initial Consultation, we will ask the client about his/her goals and assets so that we will know which attorneys or planners should participate in the Initial Consultation. When appropriate, we are happy to involve a client's other advisers in the Initial Consultation. The adviser referring the client typically attends the first Initial Consultation and shares his or her knowledge about the..