Epi 13 What Should I bring to the Elder Law Attorney initial meeting?

Coaching clients ask me all the time what exactly do we need to get from the client for the first meeting.  I did a podcast for my other platform, Answers on Aging (you should listen and have your clients listen to this one).

I'm posting it here since I think it's something you can share with clients but if you ever wondered what all we would need for a first meeting, this covers it.