01 – What Can I Expect the Process of Representation to Be Like?

by | Nov 8, 2020

What Can I Expect the Process of Representation to Be Like?

 

Click here to view our Representation Road Map.

First, we will send you a brief introductory questionnaire. Acquiring information in advance helps focus our meeting together.  We will then sit down together for an initial consultation. We generally meet clients where it is more comfortable for them, which is at their home or office. This time is utilized in order to obtain all material information relevant to your circumstances, needs and goals. We’ll discuss your existing plan and the 3F’s: family, finances and the future. We’ll discuss what happens under your current plan or if you fail to plan. We will also disdcuss various solutions and the advantages and the disadvantages of each solution.  

After the meeting, you will receive a short summary of our meeting along with a few helpful resources. We will schedule as many subsequent calls and meetings are are necessary to confirm the details of your plan. Once confirmed, preparation of your customized documents will begin and we can meet within two weeks to execute your documents in compliance with the formalities required by Florida law. Thereafter, you will then receive a binder containing copies of your documents within two weeks and a short post-representation survey, which supplies valuable feedback and helps us in our insatiable quest to constantly improve the quality of service we provide.  

 

Author:
Barry E. Haimo, Esq.
Haimo Law
Strategic Planning With Purpose
Email: barry@haimolaw.com
LinkedIn: http://www.linkedin.com/in/bhaimo
Google+: https://plus.google.com/u/0/+BarryEHaimoLaw/posts
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.

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