What to Expect
When we first meet expect to be treated with respect, patience and understanding. I prefer to meet people in person as I feel it is important to gain a greater trust and understanding of one another.
If you needs assistance with your estate plan and are unable to come to my office I am more than willing to come to you when possible. I frequently meet with individuals who are facing severe health issues and are unable to leave their homes. If this is the case, please feel free to let me know so we can try to plan a visit to you.
For employment matters, I am able to visit the workplace or provide neutral ground to try and resolve any disputes.
I am also able to travel for mediation matters or to host the mediation in my office.
Regardless of why you are coming to see me, there are a few steps that will need to be completed. First I will need verify I do not have a conflict of interests. Next, we will have a brief phone discussion so I can obtain an overview of the situation. I will then have you complete a questionnaire to obtain relevant information and thoroughly assess the matter. If I determine I will be able to assist we will complete a fee agreement which clearly outlines our roles as we move forward.
If you are coming for mediation, before the mediation occurs a confidentiality agreement will be signed by all participants to ensure everyone may be open and honest during the mediation process.