Call (508) 226-4400 or
Contact Us

Call (508) 226-4400 or Contact Us

Planning Ahead is Planning for Life

Planning Ahead is Planning for Life

Planning Ahead is Planning for Life

Practice Areas

Firm Forms / Intake Procedure


Your initial consultation is scheduled so that each of us has time to do some homework before we sit down together to discuss your concerns.  By sharing some background information with us in advance about who is who in your family and your financial circumstances, we are able to review your situation before you even walk in the door which results in a meeting will be substantive and productive.  The information you provide is essential for appropriate planning, and will be held in the strictest confidence.  Accuracy to the exact dollar is not necessary; your best estimate will be fine for now.

Please print and fill out the appropriate form, and return it to our office by mail, email, fax or in person no later than two days before our initial appointment.

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