Meeting Your Attorney for the First Time: a Four-Part Checklist for Potential Trust and Probate Litigation Clients

When you call our firm to get help from a San Diego trust and probate litigation attorney, our receptionist Rosie will gather basic information from you, then she will book a free 30 minute phone consultation with an attorney.  Our clients who complete the items on this to-do list find their phone consultation is clearer and more productive than if they go in “blind.”  

You can expect that a 30 minute phone consultation will take the entire 30 minutes.  Make sure to set aside enough time and be at a quiet place where you can concentrate on the call.  You might want to have paper and pen handy in case you need to jot down notes or reminders.

  1. Documents:  Gather any important papers relevant to your case in advance.  Depending on the facts of your individual  case, this could include wills, trusts, deeds, or bank statements. We have also seen cases where a handwritten note or letter is crucial evidence.  Think about your case and what documents you will need to show your attorney.  Plan to have these in front of you during your consultation.
  2. Dates:  Dates of events are very critical in trust and probate law.  Take the time to research and write down exact  dates for anything relating to your case, such as hospitalizations, doctor visits, dates of death, purchase or sale of property, or the creation of a will or trust.
  3. People:  You might feel silly, but take the time to sketch out the family tree.  This is especially helpful in  cases of blended families.  Having it written out and in front of you will help you explain it clearly on the phone.
  4. Information:  Take some time  on our site reading articles and FAQs and watching our videos. Better yet, order a free copy of one of our books.  If your phone consultation is scheduled for a short time from now, you can receive our book by instant download to begin looking through it right away.

To book a phone consultation with San Diego trust and probate litigation attorney Scott Grossman, or to order your copy of his newest book, The Ultimate Guide to California Trust and Probate Litigation, call (888)443-6590.

Scott Grossman

Scott Grossman


The Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307

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