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Ready to protect your family's future? Contact our Wilmington office to schedule a consultation with David E. Anderson.
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Office Information
Wilmington, NC 28411
Your Consultation
What to Expect
Your consultation is a focused working meeting with David E. Anderson — not a sales pitch. It is your time to talk openly about your family, your assets, and what you want to happen down the road, and to leave with a clear picture of the plan that fits.
Before we meet, you will receive an estate planning questionnaire and an asset questionnaire by email. Filling them out ahead of time is the best way to make the most of our meeting — it lets us spend the appointment on your goals rather than on paperwork.
What we will cover
1. Review your questionnaires
We walk through your estate planning and asset questionnaires together so nothing important is missed.
2. Look at the full picture
We review what you own and how it is titled, since that often drives which planning tools make sense.
3. Wills vs. trusts, explained
A plain-English comparison of how each works, what each does well, and where one may suit your family better than the other.
4. Identify your goals
Who you want to provide for, who you want in charge, and what you want to avoid putting your family through.
5. Answer your questions
Bring every question and concern — this is the part of the meeting most people find the most valuable.
6. Recommend a plan and price
You leave knowing what we recommend and what it costs, in writing — no guesswork and no surprise bills.
Scheduling Your Appointment
Consultations are reserved appointments. Once you schedule, you will receive an email with your consultation charge and a secure link to pay; your payment reserves the time on David’s calendar and is due at least one week before your meeting. Reserving the time this way is what allows us to keep consultations unhurried and genuinely useful.
Life happens, and we understand that plans change. If you need to cancel or reschedule, please let us know at least 48 hours in advance so we can offer the time to another family. Consultations missed or cancelled with less than 48 hours’ notice are not refunded, and rescheduling may require an additional consultation charge. Refunds are subject to a $20 service fee.
Have a question before you book? Call us at 910-509-7287 and we are happy to walk you through the process.