by Haimo Law | Apr 5, 2020 | Working with Haimo Law
Why do we use surveys? Presently, Haimo Law utilizes two surveys: an initial intake survey and an end of representation survey. Intake survey: the initial intake survey helps focus the meeting by identifying important issues in advance. It gathers your contact...
by Haimo Law | Mar 5, 2020 | Working with Haimo Law
Should I communicate the details of my plan with my family members? Every family is different. Our general suggestion would be yes – you should have that conversation with your family members. However, it depends on your family dynamic and how...
by Haimo Law | Feb 5, 2020 | Working with Haimo Law
Should I tell my attorney everything? There is no question that sharing intimate information with an attorney can be uncomfortable. It’s important to work with someone you can connect with and trust. You should start by expressing your goals and wishes with the...
by Haimo Law | Jan 5, 2020 | Working with Haimo Law
How does Haimo Law help families get organized? Haimo Law offers clients its proprietary document called the “Snapshot”, which concisely collects all the client’s material information relating to estate planning, financial planning, and medical information. It...
by Haimo Law | Dec 5, 2019 | Working with Haimo Law
Who keeps my original executed documents? It is generally the firm policy to retain the original documents for safekeeping. You will receive copies of your documents electronically via a secure link or other means if you would prefer. They will also be...
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