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 to meet with David Feakes, your Personal Family Lawyer®. We have evening appointments available to make planning as convenient for you as possible.
Prior to this Family Wealth Planning Session™, and about three days after scheduling your appointment, you will receive a Family Wealth Worksheet, which we require you to complete and return to our office one week prior to your appointment. 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 with David Feakes. The initial meeting with David has two purposes:
- To educate you about estate planning law and what would happen if you died with your current (or no) estate plan in place, and
- To determine if there is potential for a good working relationship between you and David.
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.