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.
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