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You do not need to bring any documents to your initial consultation.
We simply discuss what you are looking to accomplish. We answer your questions. We get to know each other. We are never in a hurry, and give you as much time as you need, but usually it only takes about a half-hour to get you comfortable with estate planning.
From there, we can decide what additional information or documents we need to review.
Often, you will not need to bring any documents to us.
Our clients find the process simple and fast because we do not use "lawyer talk" and instead focus on making sure we understand you, and you understand what you are doing and getting