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

By Todd Whatley


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.

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Todd Whatley

Todd Whatley is a Certified Elder Law Attorney with 20+ years of experience and is past President of the National Elder Law Foundations.