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Twelve Months of Financial Milestones Working with Financial and Legal Advisors What Kind of Advisor Do I Need? How Do I Find the Right Financial Advisor? How Do I Find the Right Legal Advisor?
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WORKING WITH FINANCIAL
AND LEGAL ADVISORS
Call two or three prospective lawyers. Talk to them on the phone or ask for a brief meeting to discuss your needs and their qualifications and experience. Think about your reasons for seeking a lawyer. What problems are you trying to solve? Most lawyers offer a short initial meeting at no cost. Some questions to ask: • What is your experience handling
• Will you personally handle my case, or will it be handled by an associate? • How will you involve me in the process? • What do you estimate my case will cost in fees? Do you require fees up-front? • Do you ever charge less for people who do not have much money? Are you willing to work out a payment plan with me? • Are there ways I can assist you to keep my costs down? Ask a family member or close friend to accompany you on these interviews if you’d like additional support.
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Interview Prospective Lawyers
