General legal information to help you understand common issues and prepare for a productive consultation.
Gathering the right information can make your first meeting more productive. Bring relevant court papers, financial information, a timeline of important events, and a list of your immediate concerns and long-term goals.
Review your plan after major life changes such as marriage, divorce, a birth, death, substantial asset changes, a business transaction, or a move to another state.
The next steps depend on the assets, title, beneficiary designations, and whether a valid trust or will exists. Avoid distributing property or making major decisions before understanding your legal authority.
We will request basic information, identify all relevant parties for conflict purposes, learn the general nature of the matter, and determine the appropriate next step for a confidential consultation.
