The following articles represent the opinions of the author for educational purpose and do NOT constitute legal advice. Please free to comment below, or contact our office if you have any questions about the content.
How to Structure Your In-Take Process for Better Client Service Effective client in-take procedures are essential for attorneys and legal staff seeking to provide quality service, manage risk, and establish clear expectations from the outset. A well-structured approach ensures that both the attorney and the client understand their roles, responsibilities, and the scope of representation. Legal Insurance: Collect and Verify Case Information Begin each consultation by asking wh
Understanding the key components of a typical plan is essential to avoiding probate and unnecessary litigation. These components are described below. At its simplest, a good asset plan is a series of legal documents that specify how your assets will be distributed after you pass away. This plan may also include directives for your healthcare and financial decisions if you become unable to make those decisions yourself. An effective plan usually includes several essential com
