Clients

At the elder law firm, we understand that legal issues impacting seniors and their
families are often multifaceted and require careful consideration. As a result:

• To provide the most effective guidance, we do not address quick questions from
  prospective clients, as meaningful advice depends on a full understanding of your
  unique circumstances.
• We require a scheduled strategy session, supported by a detailed background
  intake, to ensure we have the complete picture needed to craft tailored solutions.
• A fee is charged for this session to confirm the seriousness of prospective clients
  and to respect the time, preparation, and expertise that our attorneys bring to
  each consultation.

1. Strategy Session (90 minutes) – FEE CHARGE

The strategy session is an in-depth planning meeting to develop a customized legal strategy.

• Purpose:
o To dive deeply into the client’s circumstances and goals.
o To outline potential solutions and strategies tailored to their needs.

• What Happens:
o The client provides detailed documentation (e.g., financial statements,
medical information).
o Attorneys assess options such as asset protection strategies, long-term
care funding, and estate planning tools.
o The firm explains the pros, cons, and costs associated with each option.

• Outcome:
o A clear action plan is created, including timelines and next steps.
o Retainer agreements may be finalized, allowing the firm to move forward
with the client’s case.

The value of an elder law firm charging for a strategy session lies in the tailored
expertise and actionable guidance they provide.

Here’s a breakdown of the benefits for each type of client:

For Those Looking to Take Action Now:

1. Personalized Planning: The session allows for the creation of customized
solutions tailored to the immediate needs of the client.
2. Legal Expertise: Clients can tap into the firm’s deep understanding of elder law,
including estate planning, Medicaid planning, special needs planning, tax
planning and asset protection.
3. Efficiency: By paying for the session, clients receive a structured, actionable plan,
saving time and potential future legal costs.
4. Peace of Mind: The session helps clients feel confident that they’re taking the
right steps for themselves and their loved ones.

For Those Seeking General Counseling:

1. Clarity and Direction: The session provides valuable insights into options, legal
rights, and the broader elder law landscape.
2. Cost-Effective Guidance: Paying for a single session offers the opportunity to gain
professional advice without committing to a full legal engagement.
3. Strategic Insight: Clients leave with an understanding of what steps they might
take in the future, equipping them to make informed decisions when the time
comes.
4. Flexibility: It’s an affordable way to explore possibilities and prepare for future
needs without immediate commitment.
By charging for the session, the firm ensures that clients receive focused, high-value
advice, reinforcing the professional and strategic nature of the service.

2. Follow-Up/Review Meetings (60 minutes) – FREE

These meetings ensure the strategy is on track and address any changes in the client’s
circumstances.

• Purpose:
o To review the progress of legal work and finalize details.
o To adapt plans as needed based on new developments (e.g., health
changes, asset reallocation).

• What Happens:
o Draft documents (e.g., wills, trusts, powers of attorney) are reviewed and
discussed.
o Clients can ask questions or suggest adjustments to the documents.

• Outcome:
o The client reviews and approves all finalized documents.
o A document signing ceremony is discussed and possibly scheduled.

3. Document Signing Ceremony in Duluth, GA office (60 minutes) – FREE

This is the final step where the client’s legal documents are executed in the firm’s office.
(NOTE: Clients are not required to utilize the firm to have their documents finalized.
However, any costs associated with doing so are the responsibility of the client and not
part of the engagement price signed with the firm.)

• Purpose:
o To legally finalize all planning documents.

• What Happens:
o Clients sign documents in the presence of witnesses and/or a notary, as
required by law in the Duluth, GA office. (NOTE: Clients would be
responsible for bringing their own 2 witnesses. The firm does not supply
witnesses)
o The firm ensures all documents comply with state and federal laws.

• Outcome:
o The legal plan is fully implemented.
o The firm provides guidance on next steps