Hello everyone. This is Robert Mansour, and I want to welcome you to the Get Started page on my website. So I'd like to give you a quick tour of the process here, so that it'll make it easier for you.
Basically, we have two steps. The first step on the get started page - step one - schedule a consultation with my office. To do that, all you have to do is call us at the phone number you see there on the screen and you can schedule a date and time that's convenient for you. Typically the meetings are in person or by zoom video conference or by telephone. It's your choice. Personally, I think it's more effective to have an in-person conference or to have at the very least a zoom conference so that we have that face-to-face, human contact. That's not always as good by phone, especially when you want to illustrate something or explain something in more detail.
Once you have your appointment scheduled, then what you want to do is go to step two and fill out the applicable questionnaire for the situation. So let's say there's the one right here, a new plan, new estate plan for an individual. So let's say, you know, that you want a trust or a will, or you want an estate plan and you can click on this and it'll take you to the questionnaire that you should fill out before the meeting so that our meeting can be as productive as possible. Now, if you're a couple, you can fill out this button right here on the top right - and that one is a new plan for a couple, a questionnaire regarding that.
And then if you just have just some general questions or you want to talk about a topic unrelated to creating your own plan, you can click on general consultation, or if you're not quite sure what you want, you can click on general consultation as well. And then finally, if you have an estate plan already in existence and you want to have it reviewed because either it's been a long time since you've had, since you've taken a look at it, you don't know what it says, or maybe you want to understand it a little bit better, or maybe you want to make changes to the plan that's estate plan review on the bottom right.
So very briefly, let's take a look at a couple of these just to see what they're like. So if you click on general consultation, it will take you to the general consultation page where you will see a brief questionnaire. You just do your best to fill it out and you can even upload documents - if you want us to take a look at some documents and then you click submit. You'll see a confirmation page and you'll receive a confirmation email. You should also receive a confirmation PDF and we will also receive the same. And then our meeting can be much more productive.
Now, if we go back to the Get Started page, let's say we click on one of the other options, such as for example, a new estate plan for an individual. Let's click on that right here. So this will take you to the individual's estate planning questionnaire. Now the estate planning questionnaires are a bit more involved because obviously we need much more information in order to give you the best advice that we can give you - but basically you do your best to fill it out. If you need to save your work and return later on click on the bottom right. You can save your work and return later, but we have found that it takes clients about 15 minutes or so to fill this thing out - and there's just six pages. And sometimes if you click on something, it'll open a new window and it'll ask you additional questions. For example, if you click you have a child or you have children, it'll open additional questions about those children. And then of course you can submit your questionnaire. You will receive an email confirmation. You'll also see the confirmation page and we will also receive a confirmation - all the information that you put there so that our meeting can be as productive as possible.
I hope this was helpful, and I want to thank you so much for coming to my website and giving us the opportunity to help you. Take care.