BE VERY WARY OF THIS LAWYER.
My husband and I met with her to see about the pros and cons of a will vs a trust and to gain some general familiarity with estate planning.
Instead of asking us what we wanted and how she could help, she seemed intent on her own agenda, taking out her legal pad and asking all kinds of very personal and private questions.
*I understand that all this information would be required when we were ready to make a decision about what avenue we wanted to go down, but we were only there for a very general consult and an introduction to see what the process would be like and the approximate costs of our choices; Estate Planning 101 basically. We weren’t ready for anything beyond that, nor were we told we would be required to submit information of that sort at this consultation.
When we were not able to give her all the information she wanted and when I told her that really, we were there just for a general Q & A, she became hostile, defensive and extremely agitated.
The frosty atmosphere in her office was palpable. She showed no sympathy or interest in us, but I felt her only intent and interest was on ‘her’ processes and ‘running the show her way’.
She wanted to put the blame on us for not understanding the process and even said that ‘you must have me confused with someone else’.
In the end, we hurriedly left. I couldn’t get out of her office fast enough. I felt violated.
BE VERY WARY!!!