ProDoc Forums - Buy Cialis Online
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Keith Davis
USA
52 Posts |
 Posted - 11/25/2004 : 06:58:20 AM
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I noticed Ronald's comment on a recent discussion that he charges different rates to clients depending on the particular form used. I have typically charged one rate for a simple will and another rate for a complex (large enough to require exemption planning) will. But I often later find there are additional complications such as having a small estate, but wanting a trust to make sure the first to die spouse's assets go where he/she wants them to go, more than one marriage, etc. I then feel bound by my first qoute.
I have also found that most of my clients glaze over once I start explaining trusts, the reasons for them, etc and they frequently just say "give me what you think I should have" unless I ask them specific questions such as are you worried that your assets won't get to your children if your spouse remarries after you die? It's not always easy to think of all the questions before the client wants a qoute.
So, I'd be interested to hear how other attorneys handle the first interview versus the timing of their price qoute, how you phrase your qoute so that later discovery of certain facts does not look like you are trying to gouge the client when those facts justify a higher rate, and any other steps you take to discover pertinent facts up front rather than later in the process.
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Thanks, Keith |
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Ronald Lipman
USA
489 Posts |
Posted - 12/22/2004 : 05:27:17 AM
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Keith, I've been hoping some other attorneys would respond, but no luck so far.
I want to add that the more you plan people's estates, the better you will get at knowing what all the options are at the first meeting. Very often, I will tell people they have a number of options, of varying complexity, and I let them choose which approach they want to take. Some people with taxable estates choose to have inexpensive simple wills prepared, and I appropriately warn them in my t-letters. Others who may have marginally taxable estates choose to have the "big" wills prepared.
At that first meeting, as long as you have a complete listing of your clients assets (and in this regard, it's very useful to get them to complete the client questionaire available on the system prior to the first meeting), you can almost always lay out all their options at that time.
Ronnie
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