NEW CLIENTS
Welcome, New Clients!
The onboarding process for new Scott Counsel clients is as easy as 1-2-3…
Step 1
Call Scott Counsel for a FREE consultation. We can meet in person, or we can meet with all decision makers in the family via Zoom to accommodate those living at a distance or seniors with mobility issues.
Step 2
You tell us your story and we give you our honest assessment of what estate planning and elder care services would best address your needs.
Step 3
You decide if Scott Counsel is the right fit for you. If the answer is yes, we take care of it all, from wills to trusts to long-term care placement.
Get the ball rolling — call for a FREE consultation and join the Scott Counsel family today.
Virtual Consultations Include the WHOLE Family
When families live far apart or seniors have mobility issues, a virtual meeting with Scott Counsel makes it easy to include everyone in the conversation.