Scheduling an Appointment

You may call Cook and Associates, P.C. to schedule an initial consultation to answer your questions and evaluate whether your current estate plan meets your planning goals. If you do not have a current estate plan or if there are alternatives to your existing plan, we will suggest planning alternatives to meet your needs.   
 
Prior to any meetings, you will be asked to fill out and return a brief personal and asset information form to make the consultation time more productive for you and your attorney.  Any information provided will be treated as confidential information protected by the attorney-client privilege.  

The initial consultation normally consists of a 1 to 2 hour confidential conversation about the your planning needs and goals. During the conversation our attorneys will discuss how your needs and goals are being met by your current plan and how alternative plans may better meet your needs. If you would like to go forward with planning, our attorneys will discuss a fixed-fee cost of the planning options available to you.

In our experience, clients prefer a fixed fee.  With a fixed fee, everyone knows what the legal fees will be at the onset, there are no surprises for you or us about your fee and there is no reluctance on the part of the client to spend the time to discuss planning needs and goals or to ask as many questions as necessary so that the client receives and understands thenew estate plan to meet their goals.

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