Welcome to our new page that will help you prepare for your initial consultation with us. The first meeting typically lasts for 1.5-2 hours, depending on the needs of the clients. We explore the family history, and design a plan that meets every expectation of our clients.
Some of our new clients find it helpful to complete a personal information form prior to the first meeting. During the first meeting, we will review similar questions and explore various issues in detail, depending on the needs of the family. |
Welcome Packet
This document explains the estate planning process, what to bring to your first visit, and our office information. We look forward to meeting you at our initial consultation! |
Personal Information Form
This form is crucial to us having a productive initial consultation. Please complete this form and send it back to us prior to our meeting. |
The Law Offices of Jeremy A. Wechsler assist clients with Estate Planning, Wills, Trusts, Asset Protection, Special Needs Planning, Veteran's Benefits and Probate/Estate Administration in Willow Grove, PA as well as Abington, Hatboro, Dresher, Horsham, Bryn Athyn, Huntingdon Valley, Fort Washington, Jenkintown, Glenside, Oreland, Warminister, Wyncote, Ambler, Elkins Park, Flourtown, Philadelphia, Warrington, Cheltenham, Gwynedd Valley, Jamison, Feasterville Trevose, Richboro, North Wales, Blue Bell, Lafayette Hill, King of Prussia, Collegeville, Oaks, Phoenixville, Oxford Valley, Langhorne, Penndel, Bristol, Fairless Hills, Bensalem Plymouth Meeting and Furlong in Philadelphia County, Bucks County and Montgomery County.