Page 4 - Family First Firm Welcome Kit - Estate Planning

THE CLIENT JOURNEY

1 ASSESS

Our intake team will prescreen your needs to ensure
they align with our scope of services. If we can help, we'll

move forward to better understand your situation and
determine how our elder law experts can assist.

2 ENGAGE

In this phase we'll spend more time to get to know you
and better understand your goals. Through informative
discussion we will gain a comprehensive understanding

of your needs. We want to ensure that we are the right
fit to provide the solutions you seek.

3 STRATEGIZE

Once you decide to retain our services, you'll meet with
one of our attorneys who will craft a personalized plan

that will address your specific needs to accomplish your
unique objectives.

4 IMPLEMENT

After the strategy is agreed upon, our dedicated legal
team gets to work, diligently implementing the plan
with attention to detail and precision. You can trust that

your case is in capable hands.
5 DELIVER

As we achieve the results you seek, we'll close your case,
but our commitment doesn't end there. We remain by

your side for any future needs, providing ongoing
support and guidance to ensure your peace of mind.