Please Complete the Appointment Form Below

Internal Fiduciary Consultation Offer Form

This form will allow you to send a booking link to a prospective client that wishes to have a Fiduciary Consultation. If the prospective client is not able to complete the form, you may select an option to email the form to staff@hoplerwilms.com and complete it alongside the prospective client.

Name *

First

Last

from you already

Phone *

Avoid using a company email address unless this is a consultation being set up with a company

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Notes from Initial Contact *

Who spoke with the prospective client? What did they express as the reason for contacting us? What concerns did they have? What impressions did you get?

How should the Fiduciary Consultation intake form be transmitted to the Prospective Client? *

Email the Prospective Client
Email staff@hoplerwilms.com

If you do not enter an email address, staff@hoplerwilms.com will be used instead.

Do you already have a Client ID? *

Select whether you have an open Fiduciary Consultation matter on Lawcus with a Client ID already associated with it. If you select "No", a new matter will be created automatically.