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The Law Office of Keith Miles, LLC/PLLC serves families throughout Georgia and North Carolina with a focus on elder law, estate planning and special needs planning.
Attorney Keith R. Miles is Certified as an Elder Law Attorney (“CELA”) by the National Elder Law Foundation, the only national organization accredited by the American Bar Association (ABA) to certify practitioners of elder and special needs law.
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Prospective Client Concerns and Issues
Here are common concerns and issues that prospective clients might experience in the process to find an estate planning or elder law:
- Cost Perception: The client may find the fees too high or not see the value in the service relative to the price.
- Budget Constraints: The client may not have the financial resources to proceed immediately.
- Unexpected Costs: The client may feel surprised or unprepared for additional expenses discussed during the consultation.
- Lack of Urgency: The client may not perceive an immediate need for estate planning or elder law services.
- Overwhelm: The process may feel too complicated or intimidating, causing procrastination.
- Unclear Goals: The client may not have a clear understanding of what they need or want to accomplish.
- Seeking Multiple Opinions: Clients may want to consult multiple firms before making a decision.
- Trust or Rapport Issues: The client may not feel a strong connection or trust with the attorney.
- Communication Style: The client may not appreciate how the attorney communicates or explains legal concepts.
- Services Offered: The client may feel the firm’s offerings don’t fully align with their needs.
- Life Circumstances: Personal issues, such as a family emergency, may delay their ability to move forward.
- Changing Priorities: The client’s priorities may shift after the consultation.
- Underestimating Importance: The client may not fully grasp the critical nature of estate planning or elder law.
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Firm Strategies to Help Prospective Clients
Here are some strategies the firm uses to address some of those client concerns and issues:
- Transparent Pricing: Provide clear and detailed explanations of the firm’s structure and payment options. The firm offers flat fees and tiered packages for most matters. (See the price schedules HERE for selected services)
- Payment Plans: In select engagements, the firm offers flexible payment plans to make services more accessible to clients with budget constraints.
- Clarify Goals: During consultations, the attorney asks questions to help clients identify their goals and needs. The attorney summarizes their concerns and proposes tailored solutions.
- Build Rapport: We start our consultations by asking about the client’s life, family, and concerns to focus on developing a personal connection.
- Adjust Communication Style: The attorney tries to use plain language and avoid unnecessary legal jargon.
- Showcase Services: The attorney can offer specific examples of how the firm’s services have helped other clients in similar situations.
- Explain Scope Clearly: The attorney uses a detailed yet simple presentation during the consultation to explain the services you offer and their benefits.
- Educate Clients: The firm offers resources like blogs, videos, or webinars to help clients better understand the importance of elder law and estate planning. (See some Resources HERE)
- Stay Connected: If life circumstances delay a client’s decision, the firm will set reminders to follow up periodically with helpful information or check-ins.
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SCHEDULING YOUR MEETING TODAY!
Please select STEP 1 for either:
1. an in-person meeting in the Duluth, Georgia office; OR
2. an online Zoom appointment.
IF YOU REQUIRE ASSISTANCE TO SCHEDULE YOUR MEETING, PLEASE CONTACT THE CLIENT RELATIONS DESK AT (855) 535-3375