Maybe you already have a Will in place. Maybe you are like many people who have been thinking about planning, but you don’t know where to start, you are not sure you really need to plan, or you are just overwhelmed by the thought of it.
The reality is we all need some amount of planning. Proper Estate Planning is more than what happens to your things after you pass away. There a number of important documents that you need during your lifetime.
There are a couple of scenarios that might lead you to be ready to schedule your initial, no obligation consultation Rice & Rice. Maybe you:
Attended a dinner already
Spoke with one of our clients and something piqued your interest, or
Experienced a life circumstance which underscored your need to get you and your family’s affairs in order.
Regardless of the reason, we would appreciate the opportunity to meet with you in order to begin the process of defining your plans and legacy. If you have not attended a dinner but are ready to schedule an appointment, there’s a special offer that we will share with you when we talk on the phone.
In order to most effectively use your time, here is how to prepare for this initial consultation:
You can contact our office between the hours of 8am and 5pm (CT) at (800) 303-RICE (7423) to schedule the appointment at any of our offices. We schedule our initial meeting for one hour, but you should allow up to an hour and a half to allow time to complete the process
If you are married, it is important that you and your spouse attend.
We will email you an information form to complete prior to the appointment.
If for some reason, you need to reschedule your appointment, please give us 48 hours’ notice. It provides us an opportunity to accommodate someone else who might be looking to schedule a meeting.
We thank you for considering Rice & Rice for your estate planning needs. We look forward to meeting with you and developing a unique plan to help support your legacy.