initial-consultation Initial consultations with one of our attorneys are typically scheduled for 1½ hours. As our attorneys only meet with a select number of new clients per week, appointments are extremely limited. Therefore, we request that you take the time to verify your availability for the date and time of your scheduled appointment.

We expect to meet with you and anyone else you will be planning with. Please make certain all parties will be available during the meeting time so that you can make the most of your initial consultation. If you are married and we will be planning for both you and your spouse, please make certain that both of you will be attending this appointment. If you have a financial advisor and would like him or her attend this consultation, please let us know so that we can coordinate the meeting with your advisor.

Prior to your initial consultation, our “Welcome Kit” will be sent to you. The Welcome Kit includes information about the Bernstein Law Group, PC. It also includes a questionnaire. It is our policy that you return the questionnaire to us prior to your initial consultation.  Having the questionnaire prior to your appointment allows us to better understand you, your family and your concerns. It also allows us to look for and analyze key issues that may impact you and your family. This will allow for a truly meaningful appointment for you.

Your appointment will begin with the attorney sharing some background and history about us and our firm. Next, you will let us know some of your primary goals and concerns. Then, your attorney will help you discover “what would happen” if something were to happen to you now. You’ll let the attorney know if “what would happen” is all right with you or not. If it is not, you will learn how we can help you design a plan to help assure your family will have as little to worry about as possible if something happens to you. In as little as three weeks after your meeting, we can have a plan in place protecting your family.