1.1 Initial Client Contact
| Library | A Lawyer's Guide to Estate Planning: Fundamentals for the Legal Practitioner (ABA) (2018 Ed.) |
1.1 Initial Client Contact
The initial contact with the client usually begins with a telephone call. It may be received by the lawyer or the secretary. In either event, the client typically asks if anything should be brought to the first conference.
Many lawyers prefer to keep the process as simple as possible for their clients and encourage the clients simply to come to the initial meeting and not be concerned with collecting any data in advance of the meeting. Indeed, many clients have procrastinated for years in even making the telephone call to set an appointment. Requiring them to collect a large amount of...
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