What to Expect at Your Initial Meeting

Dave explains the planning process:

What happens at the Initial Meeting?

At your meeting with the attorney, which usually lasts about 45  minutes, we will review your concerns and goals. The attorney will also help you understand the unique risks facing your family. Clients find this meeting to be very valuable in helping them understand their options.

By the end of the meeting, you should understand your planning options, what they will  cost, and whether Edwards Group is really  the right firm  for you.

Attend a Workshop

The small group setting of our workshops allow you to gain the insight you need to make wise planning decisions. Plus, they’re free!

Schedule a Meeting

We’d love to help you start planning today, get in touch with us to schedule a meeting.