Comprehensive Initial Consultations at the Bernstein Law Group, PC – In-Person or Virtual
At the Bernstein Law Group, PC, we value the importance of providing thorough initial consultations to our clients. We understand that everyone’s needs and preferences are different, which is why we offer the flexibility of conducting consultations in-person at our office or virtually via video conferencing.
Typically scheduled for 1½ hours, these consultations allow our attorneys to gain a thorough understanding of your unique situation. However, please note that due to our commitment to quality service, appointments are extremely limited as our attorneys only meet with a select number of new clients per week. Therefore, we request that you take the time to verify your availability for the date and time of your scheduled appointment.
To ensure the most productive consultation, it is essential that all relevant parties, including spouses or any individuals involved in the planning, are present during the meeting. If you have a financial advisor and would like their attendance at the consultation, please inform us in advance so that we can coordinate accordingly.
In preparation for your initial consultation, we will send you our informative “Welcome Kit.” This kit contains essential information about the Bernstein Law Group, PC, as well as a questionnaire. We kindly ask that you complete and return the questionnaire prior to your appointment. This enables us to gain a deeper understanding of your family, concerns, and specific circumstances. By reviewing the questionnaire in advance, we can identify and analyze key issues that may impact you and your family. This ensures a meaningful and focused discussion during your consultation.
Your appointment will begin with our attorney providing background information and an overview of our firm. We will then invite you to share your primary goals and concerns. Following that, our attorney will guide you through an exploration of hypothetical scenarios to evaluate “what would happen” if an unfortunate event were to occur. Your input on these scenarios is crucial, as it helps us determine if the current circumstances align with your preferences. If not, we will outline how our team can assist you in designing a personalized plan to minimize your family’s concerns in such situations. In short order, you can have a comprehensive plan in place, safeguarding your family’s well-being.
Schedule Your Comprehensive Initial Consultation Today
Don’t wait to secure family’s future. Contact the Bernstein Law Group, PC at (978) 825-0033 to schedule your initial consultation with one of our experienced attorneys. Whether you prefer an in-person meeting at our office or a virtual consultation via video conferencing, we can accommodate your needs. Our limited availability ensures individualized attention and prompt action to protect your loved ones. Prepare for a meaningful and effective estate planning session, and gain peace of mind knowing your family will be well-cared for.
