I educate my clients in a few ways.

(1)   I let them know what they will expect, which includes all of the steps necessary to complete their case. This includes an initial consultation with an opening letter, which outlines what to expect.

(2)   During each step in the process, I provide my clients with a “What to Expect” letter, which is specific to that step. I then reach out to them for a consultation to go over exactly what to expect from that step. What they need to do to be prepared and what will happen during the step.

(3)   Once the case is completed, I create a closing document that helps the client understand their next steps. This includes helping the client know where they need to go next to ensure that they stay protected. This step can include referring them to other specialists who help them with the next stages of their lives.