Initial Consultation 

The purpose of the initial interview is to set expectations for

the entire process. We also make sure the relationship between Collins Law Firm and the client is a good fit. Often, the client will have provided a completed estate planning questionnaire and the necessary documents to allow for a comprehensive consultation. We will review procedures, the client’s goals and the client’s current estate planning documents. We will discuss the financial protocols and Collins Law Firm will provide a flat fee to the new client based on their estate planning needs. Clients should be prepared to pay the flat fee and sign the legal services agreement if they would like to move forward. This will expedite the process and, in certain cases, we can hold the design meeting immediately after the initial consultation if

the legal services agreement is signed, and the flat fee paid.

CONTACT COLLINS LAW FIRM, LLC

Milwaukee Address

11616 W. North Ave., Suite A

Wauwatosa, WI 53226

(414) 207-6292

La Crosse Address

319 Main St. S., Suite 312

La Crosse, WI 54601​

(608) 886-9529

giff@giffcollinslaw.com

 

 ©2019 by Collins Law Firm, LLC. All rights reserved. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.  We invite you to contact us and welcome your calls, letters and electronic mail.  Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

 

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