Appointment Confirmation

Preparation for the Legal Documents Customer

Thank you for scheduling an initial consultation with us!

If you would like to save some time before your appointment, please review the forms listed below. If you want to complete the forms or make notes to them, please “click to view” to download them to your local computer or device, then work in your saved document to make any changes.

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Intro to M&A Services Packet

Click on link to review our handouts to describe each service we offer.

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Items Needed for:

Initial Appointment

Click on link to review the list to prepare for the appointment. You are NOT required to have these documents with you, but you should be able to respond to questions about the items on this list to take full advantage of the consultation.

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Items Needed for:

Estate Processing Appointment

Click on link to review the list to prepare for an Estate Processing appointment.

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Items Needed for:

Data Collection Appointment

Click on link to review the list to prepare for a data collection appointment.

*If you have only scheduled an initial appointment, this list is provided just in case you decided you want to move forward with legal document preparation with our firm (to cue you into the additional information needed once retained).

Form

Intake Planning Questionnaire

View the document to print or download our questionnaire. Complete and bring it with you to the appointment OR send a completed one to us prior to the appointment.

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Video

Additional Education

Check out our YouTube Channel for educational videos about Legal Documents and our firm!

 INTRO TO MONTGOMERY & ASSOCIATES

 THE TRUE POWER OF PAPER