Important Things to know: Our booking system will allow you to schedule 10 days or more from today, to allow time for the necessary pre-meeting paperwork. Our Family Wealth Planning Session lasts up to two hours – we like to make sure you have plenty of time to ask questions. Because we don’t charge for our attorney’s time during this 2 hour working meeting, we do require a credit card number to secure your appointment. Nothing will be charged on your credit card unless you choose not to keep your appointment and give us less than 72 hours notice of cancellation. In that case, you’d be charged $50. Don’t worry. If you have a last minute emergency and can’t keep your appointment, we won’t charge your card, so long as you reschedule your appointment. If married, both partners need to be in attendance. After you book your appointment, you will receive an email with a link to pre-meeting paperwork. We will need this paperwork in hand 3 business days prior to your appointment. You will also receive a Priority Mailer.