How do I prepare for my first meeting with one of your Elder Law Attorneys?

A question we are asked regularly by new and potential clients is how they can prepare for a meeting with one of our Elder Law Attorneys. Our answer is: first, think about your goals, and identify what you’d like to accomplish; second, generate a list of any questions you’d like the attorney to answer for you; and third, gather your documents and financial information to help you complete our Personal and Financial Information Form prior to your first meeting with us. All of this helps the attorney have a clear understanding of your situation and know how we can best help you. A link to our Personal Information Form, and more details about our firm and Elder Law Attorneys are available for you at:

With offices in Orange Park, Jacksonville, and St. Augustine, our Elder Law Attorneys help clients in North Florida take a holistic approach to helping clients with all of their Estate Planning Needs, including Wills, Trusts, Trust Administration, Probate, and Life Care Planning.


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