New or Prospective Client Information to Download, Fill Out, and Return to us at Least 24 Hours Prior to Your Scheduled Conference in Order to Receive Your Free (Up to One (1) Hour) Initial Estate Planning Consultation
By Michael J. Howell
If you are (1) a Beaufort County permanent resident who is retired, or (2) you are a full time permanent resident of Beaufort County, South Carolina living in a retirement community and (3) you have never been a client of ours, please download a package for New or Prospective Clients. Choose the single person or married client package, depending upon your marital status.
Fill out the requested information requested in the package and then call our office to schedule a mutually convenient time to meet. Most of the pages are for your information only and you do not need to bring them to the meeting. You only need to bring the information that is requested on the "Instructions" page. Return a copy of the requested information no less than 24 hours prior to your scheduled conference in order to receive your free initial consultation.
As part of the scheduling of our workflow, appointments are normally scheduled for 2:00 p.m. or 4:00 p.m. on Tuesdays, Wednesdays and Thursdays. Mornings on these days, and Mondays and Fridays, are the times that we work on our cases and both our staff and our attorneys need to be available; otherwise, the work flow is significantly disrupted. These are our “workflow” times.
For meetings conducted during the normal non-workflow times, there is a $50 credit given on the bill, assuming it is not a free initial consultation for new clients, as outlined in our engagement/representation letter. For meetings scheduled during our workflow periods, there is an extra charge of $100 for the conference, in addition to other charges.
Free initial consultations, as defined on our website and client packages, are only scheduled during our normal appointment times and not our workflow times. An initial consultation can be scheduled during our workflow times, but we charge our normal hourly rates, plus the additional charge of $100 for the conference.
If you have any questions, please call us. We look forward to meeting with you and to being of assistance.
This website is intend for use in South Carolina, only. Although our attorneys are also licensed in Florida, this website is not intended for use in Florida.
No portion of this material should be construed as legal, accounting or financial advice. It is merely intended as general educational information and does not necessarily represent the planning that should be implemented in your particular situation.
Unless a speecific date is othewise given, all legal fees and/or special offers listed on this website are subject to change or being withdrawn at anytime without notice. However, once your appointment is made, we will honor the published fee for no less than 30 days.