Preparing for Your Estate Planning Consultation with Tierney, Watson &
Your Initial Estate Planning Consultation
You should receive a
Information Form from our office prior to your initial consultation.
This form includes a short
questionnaire designed to help focus your thoughts on the planning process, and a personal
survey to help us gather important facts. Please take the time to review these documents
and bring them with you to your appointment.
Expect to receive a reminder phone call from our office the day before your
appointment. This is simply to confirm the time and date of the appointment, and to ensure
that you are still planning to attend. If you need to reschedule your appointment, please
contact us immediately so that we may rearrange our schedule and perhaps make an
appointment more convenient for another of our clients.