How should I prepare for the initial consultation? 

After scheduling your initial appointment, we will send you the Legal Planning Questionnaire.  We ask that you complete this questionnaire and send it back to us at least three days before your appointment.  This allows the attorney to become acquainted with the facts of you case before the meeting and makes for a more productive meeting. 

We will also send a list of paperwork to bring to your meeting which includes bank statements, deeds, car titles, etc.  Bringing this information to the initial meeting permits the attorney to review particular aspects of each asset and completes your file with a “hard copy” of the data that you included on the questionnaire. 

I do not understand a question on the Legal Planning Questionnaire.  Can someone help me? 

We understand that the questionnaire can be overwhelming and that not all questions apply to your particular situation.  If you have questions, you can contact our intake coordinator, the person who scheduled your initial appointment, or the case manager assigned to your case. 

I will not be able to complete the questionnaire (or I cannot gather all paperwork) before the initial consultation.  Can I still meet with the attorney? 

The Legal Planning Questionnaire and related paperwork serve as the foundation in getting to know you and your situation.  This information allows us to serve you in the most efficient and expeditious manner.  Although we prefer to have a completed Legal Planning Questionnaire and related paperwork before the initial consultation, we can still keep your current appointment provided you are able to give accurate detail of your assets, family situation, client health history, etc.  We also ask in such situations that you complete as much as the questionnaire as you can before our meeting. 

How long is the initial consultation? 

We schedule initial consultations in two hour blocks; however, some consultations take less time and some take more.  In the initial consultation, the attorney is reviewing your personal goals and the facts surrounding your current circumstances to craft a plan unique to you that accomplishes your goals.  This process can be quite involved as it requires the attorney to gather extensive data about you to ensure that the most appropriate plan is recommended. 

What will it cost for your services? 

We charge a fee for the initial consultation.  In the initial consultation, the attorney is reviewing your personal goals and the facts surrounding your current circumstances to craft a plan unique to you that accomplishes your goals.  If you are in agreement with the suggested plan, the attorney will entered into a fee agreement with you for the project.  Because each individual’s circumstances vary, it is difficult to predict a project fee until after the attorney has met with you. 

Where are you located? 

Our office is on the third floor of the Indiana Business Journal building in downtown Indianapolis. The building is at the corner of Washington and Pennsylvania streets.  A map and specific directions to our office can be found on our web site.  CLICK HERE. 

Do you provide parking for your clients? 

Yes.  We have four reserved spaces on the west side of our building off of Washington Street. 

You hold my Power of Attorney in escrow pursuant to our agreement and I want my agent to have it.  How do I release it? 

You may contact our office and we will arrange for delivery of the Power of Attorney to your agent. 

I am an agent under a Power of Attorney of your client.  You hold this Power of Attorney in escrow, but your client is now incapacitated.  How can I obtain the Power of Attorney? 

You should contact our office and be prepared to summarize the client’s situation and provide us with the name of his or her treating physician.  We will consult the physician to verify our client’s incapacity and then  arrange for release of the Power of Attorney to you. 

I prepared a plan with your firm several years ago.  Should I review it with you? 

Because a client’s circumstances and the law changes, we recommend that you review your plan with us every three years.  This ensures that your plan is fresh and still capable of meeting your goals. 

My mother made a Will with you.  How do I obtain a copy? 

Unless your mother has died and you are a named agent under the Will, we would require written authorization from your mother or her legal representative before sending a copy to you.  As attorneys for your mother, we are responsible to keep her affairs confidential and cannot release information to you without her written consent. 

If you have additional questions or would like to make an appointment, you may CLICK HERE or call our intake coordinator, Amanda Shively, at (317) 633-4090.