FAQ Friday: Intake Process

On Friday, July 25, 2025, Catarina Stevens, Legal Assistant, discusses our intake process.

Our process with you does not start with your initial meeting. It starts with our first point of contact and our intake form.

Our intake process is key to making our meetings run smoothly and efficiently. We can spot potential issues ahead of time.

This way we can focus our meetings on the big picture instead of just background information.

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Submit your question

Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.