Think about the people
List the people who depend on you and those you might want involved in future decisions. Consider questions you would like to discuss privately with counsel.
Gather an overview
An overview of assets, existing documents and important obligations can make the first meeting more useful. Ask the firm what to bring and how to share it securely.
Make a list of questions
Discuss the scope of the proposed work, how fees are structured and how the plan might need to evolve. This article is general information, not legal advice.
This page provides general information, not legal advice. Advice depends on your circumstances and applicable law. Contact does not establish an attorney–client relationship.
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