by Haimo Law | Feb 5, 2020 | Working with Haimo Law
Should I tell my attorney everything? There is no question that sharing intimate information with an attorney can be uncomfortable. It’s important to work with someone you can connect with and trust. You should start by expressing your goals and wishes with the...
by Haimo Law | Jan 5, 2020 | Working with Haimo Law
How does Haimo Law help families get organized? Haimo Law offers clients its proprietary document called the “Snapshot”, which concisely collects all the client’s material information relating to estate planning, financial planning, and medical information. It...
by Haimo Law | Dec 5, 2019 | Working with Haimo Law
Who keeps my original executed documents? It is generally the firm policy to retain the original documents for safekeeping. You will receive copies of your documents electronically via a secure link or other means if you would prefer. They will also be...
by Haimo Law | Nov 5, 2019 | Working with Haimo Law
Do I need my original documents? Yes, you generally need the originals. That is not to say that you cannot use copies. However, using copies in some situations requires additional hurdles, especially in probate. To ensure a smooth process and pleasant planning...
by Haimo Law | Oct 5, 2019 | Working with Haimo Law
If I choose to retain my originals, should I keep them in a safe deposit box? Yes, you should keep your documents in a safe place such as a safe deposit box. However, please be sure to communicate with your trusted fiduciaries as to where you store your...
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