Fictional law firm · Website concept

Practice / Estate planning

Estate planning

Ask how an initial estate-planning consultation is arranged, which topics the firm handles and what preparation it requests.

What to ask

Start with the planning process

Ask how an initial estate-planning consultation is arranged, which topics the firm handles and what preparation it requests.

Ask the actual firm about its scope and licensed jurisdiction, the consultation format and the attorney who would consider the enquiry. Fees and the process before acceptance require confirmation.

Use the first enquiry to ask about the consultation process. Do not include confidential facts or documents until the firm explains how requested information should be shared.

Your next step

A clear way
forward.

01

Ask about the process

Start with the practice area and general consultation logistics. Keep confidential details out of the website enquiry.

02

Confirm scope and fees

The actual firm must confirm relevant jurisdiction, availability, consultation format, fees and the process for considering a matter.

03

Understand any engagement

The firm should explain acceptance and scope before representation is confirmed. Ask how requested information should be shared securely.

Your next step

A considered question.
A clearer beginning.

Ask about the process. The actual firm must confirm its scope, availability and any engagement separately.

Request a conversation