Instructions for Initial Consultations
Thank you for thinking about allowing Mitchiner Law Firm, PLLC, the opportunity to assist with your estate planning needs.
Though one of the attorneys in our firm is licensed to practice law in two states, North Carolina and Florida, we generally restrict our practice to clients and matters involving North Carolina. So, if you are looking for advice unique to Florida or some other state, you will need to seek other counsel. Otherwise, please proceed.
Life and death planning is a serious matter, far too serious for “cutting corners,” whether for strangers, family, or long-time friends. So, we have developed a process that matches the seriousness of this endeavor.
To begin the process, we need for you to complete a Preliminary Questionnaire, which has been created as a “fillable pdf” document. For it to function properly, here are specific instructions:
WITHOUT OPENING THE QUESTIONNAIRE (below), Right-Click on the document link and select Save link as…
- With the document filename appearing (including its “pdf” extension), choose the folder where you want it to be on your computer.
- Locate the document filename within the folder where you put it on your computer.
- Right-Click on the document filename and select “Open with Adobe Acrobat Reader” (not any other program!). Do not Left-Click the word “Open” if that word appears by itself.
- If you do not see “Adobe Acrobat Reader” as a choice, then it is likely that Adobe Acrobat Reader is not installed on your computer.
- You must have Adobe Acrobat Reader installed on your computer in order to open the Questionnaire and work with it functionally as a “fillable pdf” form.
- If you do not have Adobe Acrobat Reader installed on your machine, you can install this free software from: https://get.adobe.com/reader. (You can uncheck any “extras” that you do not want for your computer.
- After Adobe Acrobat Reader is installed, repeat instruction #4 above.
Please return the completed Questionnaire either by hand-delivery, postal mail, or email.
The form allows for a digital signature. If you do not have one and you return it by email, your email message will suffice. If you return it by hand-delivery or postal mail, please make sure that you sign it, either digitally or manually.
You can provide us with requested documents in whatever manner you deem appropriate. Upon receipt of all your information, someone from our office will call you to schedule a convenient time for your conference.
Here are three things we expect: (1) A fully completed Questionnaire; (2) Complete, legible, originals or copies of existing documents; (3) Attendance by each person who is needed to make a “go forward” or “stop” decision.
Here are three things you can expect at the conference: (1) Discussion of your answers to the Questionnaire to make sure we understand why you are meeting with us and that we are the right attorneys for you; (2) Review of your existing documents for legal compliance and functionality; (3) A thorough explanation of our process and fees to move forward.
If you haven’t already done so, I invite you to review between now and our conference the Frequently Asked Questions on my website. It includes questions and general answers about fees. Also, I urge you to visit other areas of my website. For instance, under Articles, there are two articles that have written to help folks understand some things about estate planning that we will definitely be discussing. Reading them beforehand will likely enhance the planning process, making it less confusing and more efficient. One article is entitled, Who’s Who and What’s What in an Estate Plan, and the other is entitled, 4 Ways to Transfer Property. Please know that these articles are for general, educational purposes only.
As stated in our firm Mission Statement, we are committed to serving our clients in a way that honors God. To that end, I promise that we will be transparently fair, competent, and thorough in working for your best interests and peace of mind.
We look forward to meeting with you. Feel free to contact the office if you have any questions.