Austin, Texas Estate Planning • Becoming a Client of the Vanway Law Firm
Estate Attorneys • Serving Lakeway and the Surrounding Austin, Texas Area
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 short questionnaire designed to help focus your thoughts on the planning process, and a personal survey to help us gather important facts. Please take the time to review these documents and bring them with you to your appointment.
Expect to receive a reminder phone call from our office the day before your appointment. This is simply to confirm the time and date of the appointment, and to ensure that you are still planning to attend. 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 another client.
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 your last steps in the process! Instead, spend the time before your appointment contemplating the Three P's of Estate Planning.
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.