Many people want to know who should attend the consult, and, in general, who needs to be involved in their process. The answer is, it depends! For most special needs planning matters, we will need to meet with the person doing the planning for their loved one with special needs. For elder law matters, the answer is a bit more complicated. Children who are planning for their parents can schedule a consultation, but we usually need to see a signed financial or durable power of attorney or also have parents present. When you schedule your appointment, feel free to ask who should be present for your consultation.
Our consultations are not just a “get to know” you meeting (though we do enjoy meeting new clients and connecting with old ones!). Prior to your consultation, we will send intake forms. During the consultation, we’ll use the information from your intake form along with information we gather from you to make specific recommendations to your case. You’ll leave your consultation with substantive information about your case and, when needed, action steps for moving forward.
Because we provide substantive information and tailored planning during the initial consultation, we do not provide free consultations. In many cases, the cost of the consultation is credited towards the cost of work to be done. At the end of your consult, the attorney will make recommendations and, if further work is necessary, the attorney will quote a cost.