Communication Policy. The Firm will take your phone calls at no additional charge, so when you have a question about your estate plan you commit to call the Firm. For purposes of administrative efficiency we schedule phone appointments within 2 business days. The Firm will review and respond to emails or other written communications from you within 2 business days. When you have a question about your estate plan, you commit to write the Firm. You are specifically authorizing the Firm to communicate with you by e-mail if you provide the firm with an e-mail address. The Firm will maintain reasonable contact with your Helpers and professional advisors to the extent you give the Firm authorization to do so. When your Helpers and other estate planning professionals have questions about your estate plan, they are invited to contact the Firm. Included at no additional charge are communications from the Firm to you in group meetings. The Firm will conduct various small-group and large-group meetings each year to provide you with education relevant to accomplishing your estate planning goals, as more fully described below.
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Communication Policy. The Firm will take your phone calls at no additional charge, so when you have a question about your estate plan you commit to call the Firm. For purposes of administrative efficiency we schedule phone appointments within 2 business days. The Firm will review and respond to emails or other written communications from you within 2 business days. When you have a question about your estate plan, you commit to write the Firm. You are specifically authorizing the Firm to communicate with you by e-e- mail if you provide the firm with an e-mail address. The Firm will maintain reasonable contact with your Helpers and professional advisors to the extent you give the Firm authorization to do so. When your Helpers and other estate planning professionals have questions about your estate plan, they are invited to contact the Firm. Included at no additional charge are communications from the Firm to you in group meetings. The Firm will conduct various small-group and large-group meetings each year to provide you with education relevant to accomplishing your estate planning goals, as more fully described below.
Appears in 1 contract