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What Will Happen During My Consultation?
Prior to your consultation, complete the New Client Questionnaire.
You should bring any relevant documents to your consultation, such as the following:
- New Client Questionnaire
- Will or Trust Documents
- Names and address of children and spouses, guardians for minor children, and any other heirs
- List of assets and copies of real estate deeds, life insurance policies, etc.
- List of debts
- Copy of death certificate
- Copy of funeral bill
- List of issues and goals that you plan to discuss
If you are unsure of what to bring, call the office to find out what types of documents are relevant to your situation.
Your consultation will last approximately 45 minutes. During your consultation, we will:
- Discuss your needs and come up with possible solutions
- Discuss your goals
- Prepare a fee agreement outlining what legal work is to be completed and the fee for that work.
