LEARN MORE ABOUT ESTATE AND ELDER LAW
Smith Elder and Business Law, LLC in Kansas City, MO has legal advisers and business planners in its team eager to help you deal with startup documentation and succession process options, or develop business, retirement, and estate plans. Check out our blog today to get a better idea of estate and elder law.
We understand the complex array of legal, social, medical, and personal issues faced by our clients. They may need guidance and assistance in identifying the issues before addressing the options. Moreover, clients may have concerns about non-legal issues as well as legal issues. We help identify the issues and assist our clients in identifying and focusing priorities.
THE INITIAL CONSULTATION
This consultation is free. Typically, our initial consultation, which is intended as a get-acquainted session to see if we are comfortable working together, generally lasts for half an hour. It is fine with us if you want to bring adult members of your family or members of your business staff.
At the end of the first meeting, you can decide whether we should prepare an engagement letter in anticipation of your hiring us. We will give you a clear idea of what to expect regarding the costs involved. If you are not sure you want to hire us, then take the engagement letter home without signing it and get back to us if you wish.
GETTING READY TO MEET WITH US
If you are interested in our estate planning and elder law services, you need at least a general picture of your assets, liabilities, expenses, and a list of beneficiaries. You must also have a list of potential fiduciaries–people or banks, who will act on your behalf in the event of death or incapacity.
Typically, we provide you with an intake questionnaire that helps you identify and organize your information. This data will help us serve you and assist you in realizing your goals. With that being said, please do not get stressed out in the details of the questionnaire if it is going to put off an actual meeting.
Any existing estate planning document that you have, along with your family and friends’ address book, is a good place to start. If you have a financial statement or balance sheet, bring those as well. In most instances, we can get the ball rolling if you have at least a general idea of your assets and liabilities.
We will discuss what else you need to move forward. Knowing the general nature and extent of your assets, liabilities, and expenses is a basic requirement for competence in estate planning and elder law.
Although the costs vary depending on the unique situations and needs of individual clients, we generally have flat fees for cases involving elder law, estate planning, and the formation of most business entities. We believe it is important to be as upfront and clear as we possibly can be about the cost of our services. As a convenience to our clients, credit cards and debit cards may be accepted to pay for fees and expenses.