Thank you for scheduling your Discovery Session with Robert P. Newman, Esq. We look forward to serving your estate planning needs. Below is a summary of how our estate and incapacity planning works.
Click here for a description of How our Process Works
To help facilitate the Session, we will need you to complete this Initial Questionnaire. Attorney Newman does not believe you should have to expend tremendous effort gathering information and completing such a detailed document before meeting us and deciding to retain him. While this questionnaire asks for some information you already provided, it seeks much less information than the Worksheet that will be used for our Design Meeting referenced in the description of our process. This shorter questionnaire only seeks some basic information that may be asked during the Discovery Session anyway and may be necessary to provide the best estate planning options for you.
Your Discovery Session is scheduled for 30 minutes. There is no fee for this session. Toward the end of the Session, Attorney Newman will recommend an estate plan based on your discussion. If you agree with his recommendations, Attorney Newman will quote you a Fixed Price Fee for the proposed work on your estate plan based on your circumstances. At the completion of your Session, if you agree with Attorney Newman's recommendations and the Fixed Fee Price, you will be sent an engagement letter, terms of engagement, and an invoice summary. Your Design Meeting will not be scheduled until you have signed the terms of engagement and paid the deposit detailed in the invoice summary.
This Discovery Session is intended to be a learning process for both you and Attorney Newman to determine if he can be of assistance to you and if you desire his services. It is always his intention to establish a long-term relationship with his clients, not just to prepare documents. Keep in mind, however, even if you decide not to retain Attorney Newman, all information you share with him during this consultation is confidential and private pursuant to the attorney-client privilege.
For this Discovery Session, it is not required that all parties to the estate plan (e.g., both spouses) participate. But, both parties will be required during the Design and Asset Gathering Meeting unless we are not doing estate planning for your spouse or your spouse and you are doing separate planning. Attorney Newman will not prepare a joint estate plan without meeting with both spouses simultaneously.
Finally, either I or someone else from our office will contact you prior to your scheduled appointment. We ask that you make every effort to keep your appointment, not just because re-scheduling can be challenging given Attorney Newman's schedule but because it is extremely important you accomplish your estate planning goals as soon as reasonably practical.
Please do not hesitate to call me if you have any questions or require any additional information prior to your appointment. You can reach me at 301.892.2713 ext. 1004 or email me at firstname.lastname@example.org.
Thank you and I look forward to meeting you.