Hi {ATTENDEE},

Congratulations on taking the first step toward completing your estate plan! Here are a few details you'll need for our meeting.

First, if there are any documents you would like me to review before our meeting, please email them to me @ client.docs@keylawllc.com.
Second, I am very excited to talk to you about what your estate planning goals are. If you take a few minutes to think about what you would like to accomplish, many clients find this very helpful.
Third, please have a pen and paper handy for taking notes. That way you can refer to them going forward should you need to remember anything from our call.

And finally, to make this process a little easier, I've got a few quick questions I'd like you to answer. People always tell me it helps them focus more on what they are looking for, and it will make sure our time together gives you the most value possible. If you are married, assume each question includes you and your spouse.

Please click the link below and fill out the form.

https://keylawllc.cliogrow.com/intake/c1689c4b166bb139306fcdb8c37f160b

Once we receive the form, we will confirm your booking.

Looking forward to speaking with you!

Kind regards,

Josh Key