Welcome!
Our Representation Road Map provides this information and also contains our current fee schedule. It outlines the process, which consists of at least the following:
First, we will send you a brief introductory questionnaire, which provides us with a lot of helpful information prior to our meeting. Then we will need sit down together for an initial consultation (mostly done via Video Conference). This time is utilized in order to obtain all material information relevant to your needs and desires. Focusing on fundamentals, we’ll discuss your existing plan and the 3F’s: family, finances and future goals.
Second, after the meeting, we’ll send an engagement agreement identifying you as our client, and the scope of our representation. Within two business weeks, you’ll generally receive a summary of our meeting along with a few helpful resources to give you a fresh look at the details later. We will quickly schedule a follow-up discussion to finalize the details of your plan. Once confirmed, preparation of your customized documents will begin and we can meet within two business weeks to execute your documents in compliance with the formalities required by Florida law.
Third, you will then receive a binder containing copies of your documents within a reasonable amount of time along with a a request for feedback and in many cases a short survey, which provides valuable insight and satisfies our insatiable quest to constantly improve the quality of service we provide.
Please let us know if you have any other questions or feel that something is missing. We look forward to working together.
At Haimo Law, we prioritize client education. We believe in transparency and managing expectations. Like you, when we retain the services of a person or business, we want to gain an understanding of:
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- what the service entails
- a road map of the process from start to finish
- what’s expected of the client
- what’s expected from us
- a reasonable estimate of the cost of services and other related expenses
- the timeline of performance and delivery of work (if applicable)
Acquaint yourself with our process! Click the bottom right corner for full screen mode!
Author:
Barry E. Haimo, Esq.
Haimo Law
Strategic Planning With Purpose
Email: barry@haimolaw.com
LinkedIn: http://www.linkedin.com/in/bhaimo
YouTube: http://www.youtube.com/user/haimolawtv
YOU ARE NOT OUR CLIENT UNLESS WE EXECUTE A WRITTEN AGREEMENT TO THAT EFFECT. MOREOVER, THE INFORMATION CONTAINED HEREIN IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. EACH SITUATION IS HIGHLY FACT SPECIFIC AND EXCEPTIONS OFTEN EXIST TO GENERAL RULES. DO NOT RELY ON THIS INFORMATION, AS A CONSULTATION TO UNDERSTAND THE FACTS AND THE CLIENT’S NEEDS AND GOALS IS NECESSARY. ULTIMATELY WE MUST BE RETAINED TO PROVIDE LEGAL ADVICE AND REPRESENTATION. THIS INFORMATION IS PROVIDED AS A COURTESY AND, ACCORDINGLY, DOES NOT CONSTITUTE LEGAL ADVICE.
