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QA What to Expect

Be Prepared for Your Q&A

Bring the Black Folder with the documents requested inside the folder so that the meeting can be the most productive for you. It’s ok if you don’t have everything but try to bring what you can.

Think about…

  • Who will help you when you need them (trustees, powers of attorney)
  • Who your beneficiaries might be
  • Questions you have about the process or fees

FAQs

Who am I meeting with next?

At each step, we assign an attorney or experienced senior paralegal to meet with you. We will let you know who that is before you meet with them.

When do I pay?

We like to receive your fee after you agree to work with us so that we can begin the implementation of your plan.

What if I have a question?

Call our toll-free general number. We will direct you to the right person to answer your question. Let us know if you need to speak with an attorney and we will set up an appointment.

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Dually certified by the National Elder Law Foundation as Certified Elder Law Attorneys and the Ohio State Bar Association as Specialists in the Area of Elder Law.