Get Organized

Helping Individuals Put Their Legal Affairs In Order

It is important and more helpful to be organized when you meet with your attorney. The first meeting is more than a “get to know you” meeting. Much work is accomplished at the first meeting in deciding the scope of the problem, offering suggestions on how to address it, and deciding on how you want to proceed. Because of all these goals, we send you a questionnaire to complete and bring in with you to the first meeting. You are better served by providing complete information regarding all of your assets and personal information. Although the questionnaire is extensive, many parts may not apply to you or your circumstances. If you take the effort to complete the questionnaire, our advice can be more concrete and not have as many “what if” descriptions. You can download the form below or we can mail it to you if you prefer.