First meeting with a lawyer checklist for law firms
Checklist for small law firms
For small law firms who want people with a legal problem, who have not yet chosen a lawyer, on their list.
Case study
How a family settled a parent's estate in seven months
How to use this case study
Send it to families who have just lost someone. One estate from first meeting to close shows what a solicitor changes, which a price list cannot.
What is inside
Where the family startedTheir mother had a will but kept her papers in several places.
How the work was splitBoth siblings, one list of everything known.
What kept the estate movingOne contact at the firm: Who knew the file.
The resultsTime to close the estate
What any family can copyGather what you can find: Statements, letters and the will.
Three title ideas for your own version
How a family settled a parent's estate in seven months
From a pile of papers to a closed estate: one family's story
What changed when a family stopped trying to do probate alone
Where to promote it
Local Facebook groupsyour newsletterfuneral directors and accountants who refera follow up email after a first call
What goes in a probate case study?
One family from start to finish: where the estate stood, the first meeting, the paperwork, the fixed fee, the results and what other families can copy.
Make this case study your own
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Pick one, change the words, publish.
Free to start. No credit card.