Covert Law: Initial Consultation Information Contact Us

Step-by-Step Guide to Your Initial Consultation

Step 1:

Fill Out Your 3-Page Questionnaire

We do not ask any financial questions, and you do not need to bring any financial paperwork to your Initial Consultation. Your Questionnaire should take about 10 minutes to complete.

Click "Download Your Questionnaire" below. Then simply print and fill out.

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Download Your Questionnaire
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Step 2:

Gather all of your existing legal documents:

 
Wills or Trusts
Try and locate all of your past Wills or Trusts. This will include any Codicils or Amendments you may have made over the years.
 
Power of Attorney
This is the document where you have named someone else to perform certain functions for you - such as pay bills, deposit checks, etc.
 
Health Care Power of Attorney
These are those health care legal documents where you have named someone to make a medical decision for you if you are incapable of making it for yourself.

Also, if you have a separate Living Will or HIPAA Authorization, please bring that with you.

Step 3:

Attend Your Free Consultation

Bring your completed Questionnaire and whatever legal documents you may have to your Initial Consultation. Don't worry if you are unable to find everything. Just bring in what you have.

If you are married, both spouses must attend.

We will call you one business day prior to your Initial Consultation to confirm your appointment. If you need to change your meeting date and time, please call us at least one week prior to re-schedule.

We would like to take this opportunity to thank you for your interest in planning with our firm. We appreciate your trust in us and will do everything we can to help you achieve your estate planning goals.

See you soon!

Addresses & Maps to Our Offices:

Clearwater

311 Park Place Blvd., Suite 180
Clearwater, FL 33759
(727) 449-8200
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Sarasota

9040 Town Center Parkway
Lakewood Ranch, FL 34202
(941) 306-0185
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Fort Myers

12597 New Brittany Blvd., Bldg. 20
Fort Myers, FL 33907
(239) 254-8592
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Naples

1415 Panther Lane
Naples, FL 34109
(239) 254-8592
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Contact Us:

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Covert | Law
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Covert | Law

Your Plan. Your Family. Their Future.

- - We Take Care of Families: Today - Tomorrow - Forever - -

NEIL R. COVERT, Attorney at Law

Clearwater - Sarasota - Fort Myers - Naples

1.800.660.7564

© 2018 Neil R. Covert, P.A. - - All Rights Reserved.