Charles H. Nance
P.O. Box 5405
Richmond, VA 23220
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Beginning the Relationship
Preparing for Your Initial Consultation
You should receive a Welcome Kit from our office prior to your initial consultation. Included in this Kit is a new client questionnaire designed to help focus your thoughts on the planning process, and to help us gather important facts. Please take the time to review these documents. We would like to review your completed questionnaire two days prior to the meeting. If this is not possible, please bring it with you to your appointment.
In the case of a married couple, it is important to schedule an appointment at a time when both of you are available to meet. While our first meeting may not last more than an hour, I want to leave plenty of time to answer all of your questions, and develop the information we would need to plan your estate.
If you need to reschedule your appointment, please contact us immediately so that we may rearrange our schedule and perhaps make an appointment more convenient for our clients.
While it would be helpful, there is no need to go on a "treasure hunt" at this point for financial or legal documents, stock certificates or insurance policies. Sometimes we find clients procrastinate in getting their planning done because they cannot locate, or do not have time to locate, all of these documents. Truthfully, these documents will not be needed until we begin the funding process ... which is one of the last steps in the process! Instead, spend the time before your appointment contemplating the Three P's of Estate Planning (see below).
If You Need an Elder Law Consultation
We currently offer most first time appointments for estate planning in our offices without obligation. However, if you anticipate that you or another family member requires immediate Medicaid planning, nursing home admission, or related special needs planning, there is a minimum fee for the initial appointment. We ask you to complete a comprehensive asset inventory, offer a free phone appointment, and then schedule a longer appointment, and we charge for the initial elder law conference. During this meeting, we are generally able to offer specific recommendations to be implemented by our firm, by another firm, or by your family. Feel free to discuss this with the attorney in advance of the elder law consultation.
When You Are Ready
When you are ready to schedule a consultation, please call or complete the Request a Complimentary Consultation form and we will give you a call to schedule. Also, go ahead and download our Client Intake Form now to get started.
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Banner Photos: Copyright © Taber Andrew Bain.