What accommodations do you have for people with mobility issues and the elderly?
The left side facing the office of Harrison TSI office has parking that is wheelchair accessible and does not require walking up any stairs to reach the front door. We strongly suggest that any clients who have limited mobility or have any kind of disability should park in one of the left side spaces or be dropped off there.
How do I book an appointment to meet and discuss potentially becoming a client at Harrison TSI?
To set up an appointment, either call our office number is (925) 939-3557 or you can send an email to john@harrison-tsi.com. Please include your name, phone number and email, as well as a basic introduction into the kinds of services you are looking for and the goals you are seeking to achieve with our help. There is an additional form in the contact section of this website if you find that to be a more convenient way of communicating with us.
What kind of information or documentation should clients bring in to an initial consultation?
Is Harrison TSI currently accepting new clients?
How Much does a first meeting or initial consultation cost?
For your first meeting with Harrison TSI, you will need to provide your preferred personal contact information and be willing to share basic personal and financial information that is relevant to your particular case. In regards to estate planning in particular, please bring important financial documents that help us better understand your personal situation and trust needs. There are several versions of a questionnaire that we ask every potential client to fill out before our first meeting. These depend on your marital status and type and number of heirs, whether they are children etc.
Yes, however, I always limit the number of trusts and other client cases that I take on in order to give each a great deal of time and attention. If at any time I am unable to take on new clients, I will notify new contacts of this directly.
Because Harrison TSI puts a high value on both parties’ time, there is a free 20 minute initial meeting offered to every potential client. If the meeting goes significantly past the time allotted (10 minutes or more) or if you have detailed, substantive questions that normally only your attorney would answer, then I will begin to charge for my time at an appropriate rate.