1. How do we get started? The first step to meeting with an attorney at WSL is to schedule an appointment. Although most of our appointments are at our law office, we can schedule phone conferences for those with difficult schedules.
2. Can an attorney meet me at my home or office? To make the most efficient use of our time, we attempt to schedule the majority of our meetings in our law office. However, if you can not come to our office due to a physical handicap or other serious cause, we can arrange for an attorney to come to you. Please note that we typically charge a fee for appointments outside our offices.
3. What are your hours and do you take late appointments? Our general hours are from 9:00 a.m. to 5:00 p.m. We typically offer later appointment times on Wednesday and Thursday evenings for those who are unable to meet during normal office hours.
4. What should I bring to the meeting? For estate plan meetings, it is helpful to bring the following documents: 1) a general list of your assets and liabilities (personal financial statement), 2) the death benefit and cash value amounts for any life insurance policies, 3) real estate deeds, 4) prior estate planning documents, 5) prenuptial agreements, 6) divorce settlement agreements, and 7) buy-sell agreements.
5. Do you offer no cost initial consultations? Yes.
6. What should I expect at my first meeting? Most of our initial meetings follow a fairly standard format: 1) introductions, 2) determination of your objectives, 3) explanation/education regarding options available, 4) recommendations on course of action, 5) fee quotation for any work to be performed (if necessary), and 6) data gathering (if necessary). 7. Should I postpone making an appoint until I am sure how I want to proceed? No. Many people fail to create an estate plan because they do not understand their options or they are unable to make up their mind on various issues. One of benefits of working with our experienced attorneys is that we will assist you in analyzing the pros and cons of your options and help you make a final decision so your plan can be implemented.
8. How do you bill your clients? Most of our services are billed on a flat-fee basis which is quoted before any work begins. For any services that can not be billed on a flat-fee basis, we would inform you of the rate prior to beginning work.
9. How long does it usually take to have an estate plan created? Most estate plans can be completed in two weeks or less.
10. Where are you located? We are located in The LibertyCenter at 100 West Big Beaver Road, Suite 140, Troy, Michigan48084. We are on the Northwest corner of Big Beaver Road and Livernois (just off exit 69 of I-75). We are in the large blue rectangular building next to the Troy Marriott Hotel. For a map, click on the “Contact Us” tab of this website.
Wakefield, Sutherland & Lubera, PLC 100 W. Big Beaver, Suite 140 Troy, Michigan 48084 (248) 457-9860 (248) 457-9863 (Fax) Website: www.saynotoprobate.com