Your First Meeting
Once you have made an appointment to see a lawyer, you may be deciding
what to bring with you. If you will be discussing estate planning, you
should think in advance of all the things you own (property, bank accounts,
pension plans, insurance policies, annuities, etc.) and how they are currently
titled, and their current value. You should also think about the people
you would trust to take care of your affairs if you get sick, or after
you are gone. And you should be sure to know the spelling of all names
of people who are important to you, and their addresses and birthdays.
If you are meeting with a lawyer to discuss business matters, be certain
to bring all relevant documents. And if you intend to ask about different
corporate entities for your business, you should consider bringing tax
returns for the past few years.
If you are meeting with a lawyer to discuss an insurance problem, be certain
to bring the policy, claims information, and all correspondence.
Mr. Rubin suggests that you refer to the links button on the first page of this website and explore the links there, to begin thinking about the relevant issues prior to any first meeting on the subject of wills, living wills, trusts, powers of attorney, or estate planning.
THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION
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DISCLAIMER: The Law Offices of David A. Rubin, L.L.C. provides the information in this web site for informational
purposes only. The information does not constitute legal advice. The use of this site does not create an
attorney-client relationship. Further communication with our attorneys through the web site and e-mail may not be
considered as confidential or privileged. Please contact our attorneys if you wish to discuss in more detail the
contents of this web site.
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