HOW TO GET STARTED
Choosing the right attorney is based upon a variety of factors. This is an important decision based upon the needs of the client, the experience of the attorney and ability to meet the client’s needs for a reasonable fee based upon the value of serviced provided.
Receive Our Complimentary Review
We believe in a comprehensive assessment of the client’s needs and goals before quoting a fee. Therefore, we provide a complimentary review of your case in order to determine the legal issues and overall scope of work. In order for us to identify these factors and better understand the circumstances, we ask for some information which is compiled in a confidential planning questionnaire.
Choosing The Appropriate Questionnaire
Find out if we can help you and your family. Simply complete one of our confidential planning questionnaires. In order to properly assess your situation and achieve efficiency, we ask all prospective clients to complete a confidential questionnaire. There are various versions of our questionnaires, and choosing the appropriate one will depend on your specific situation.
You may return the completed questionnaire to our office via fax, email, regular mail or by stopping by our office in Green Tree. You may also provide us with current copies of your estate planning documents which we will review in addition to your questionnaire, free of charge. Once we’ve reviewed your information, you can expect to be promptly contacted by our staff to discuss your case and schedule an initial consultation.
The Initial Consultation Experience
Once planning options are identified we will contact you to set up an initial consultation (in person or via telephone) to discuss your situation, the legal issues involved and the possible solutions. At the consultation, we will quote the fee for our services. We will follow up with a written engagement proposal outlining the scope of work and the fee structure. If you choose not to engage our firm, there is no charge for the review of your questionnaire and the initial consultation. The information you provide us will remain confidential regardless of whether you decide to move forward as a new client of Julian Gray Associates.
To begin the process, simply complete the appropriate version of our confidential questionnaire. Please return this information via email, fax or U.S. mail. For additional information and for further introduction to our firm, please contact our Client Relations Manager, Courtney Bachik at 888-402-5680.
Thank you for your interest in our firm and we look forward to serving your legal planning needs.