Know Your Client

Know Your Client

Uncover potential problems and planning concerns at initial meeting

After a client has engaged an estate planning or elder law attorney, the gathering of information begins. For some, this process starts on the initial contact by the prospective client. Understanding the client and the client’s needs is critical; the client may be focused on an immediate need, but as you learn more about him, you’re likely to uncover other problems and planning concerns. So, it’s usually dangerous to answer that phone call when the client tells your assistan

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