Update 5-26-18, in order for my firm to become more client friendly I now take all major credit cards including PayPay. I realize some of the most important investments we make can be stalled by not having appropriate cash flow on hand. I hope you find these changes helpful.
Before your initial consultation with me, I will ask that you complete a questionnaire and bring several documents with you to your appointment, like prior estate planning documents and financial statements, so that I may better get to know you and understand your needs.
I assure confidentiality and welcome any questions you may have about necessary documentation. The information I request on my client questionnaire guides me as I make my legal recommendations and follow through with them for you. Below are a few examples of information I request from you and how I use that information for your benefit.
The attorneys and staff of McCleary & Associates, P.C. take your privacy very seriously and will never disclose your information to third parties without your prior consent. For more information about McCleary & Associates. P.C. please visit our website at mcclearylaw.com or contact me at (810) 516-5116.
Author - David McCleary
Divorce, Probate, Elder and Estate Planning Lawyer