What to Expect From Your Consultation
During your consultation, you’ll meet one-on-one with Kevin Clark to discuss your specific situation in a confidential setting.
During the consultation, we will:
- Talk through your assets, family structure, and goals
- Explain how estate planning works under New York law
- Review key documents such as wills, trusts, powers of attorney, and healthcare proxies
- Discuss strategies to protect your assets and avoid unnecessary complications for your family
- Outline a clear plan tailored to your situation and next steps to move forward
Consultation details:
Available in person at one of our offices in Rochester, Buffalo, or Syracuse
Consultations are approximately 60 minutes long
Let’s Schedule Your Consultation
Thank you for attending our webinar. We hope it gave you a clearer picture of the process and helped answer some of your questions.
If you’d like to talk through your specific situation, fill out the form below and a member of our team will give you a call to schedule a consultation with Kevin Clark.
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