A married male has contacted your office to set up an estate plan.

A married male has contacted your office to set up an estate plan. He indicated he did not want his spouse to know he was scheduling the meeting on the phone, so confidentiality is very important. You tell him you will speak with your supervising attorney regarding the matter and will get back to him. The attorney said to schedule the initial appointment. What types of correspondence should you send and to whom? What information do you need to proceed?  What should he bring to the appointment?