Your First Step

Schedule Your Personal Family Wealth Consultation.

Call our office at 978-263-6900 to schedule your personal Family Wealth Planning Session™ and ask to speak with Paula, our Client Services Director. Paula will schedule the most convenient appointment time available for you. We have evening appointments available to make planning as convenient for you as possible.

Multi-generational family

 

Prior to this Family Wealth Planning Session™, you’ll receive an email with your Family Wealth Worksheet, which we require you to complete and return to our office one week after receipt.  Please also send any existing estate planning documents to us at least a week before your meeting so we will have time to review them.

 

 

We really enjoyed working with both David and Paula. David made everything so easy to understand and he made us feel really good about what we are doing for our family.” – Holly and Greg, Concord
What to Expect

On the day of your meeting, please expect to spend two hours. Your initial meeting has two purposes:

  1. To educate you about estate planning law and what would happen if you died with your current (or no) estate plan in place, and
  2. To determine if there is potential for a good working relationship between you and our firm.

David Customizes Your Plan

We’ll discuss what you want to happen in all areas in the event of your death and begin to design the plan to give you peace of mind, knowing your family will be taken care of in the ways you want.

Call our office at 978-263-6900 to schedule your personal Family Wealth Planning Session™, today.