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When Personalities Clash: Finding the Right Estate Planning Team in Ohio

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Ever wonder if you’re being treated fairly in the relationship between you and your estate planning or elder law attorney? Learn more about estate planning team in Ohio in this presentation.

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When Personalities Clash: Finding the Right Estate Planning Team in Ohio

  1. 1. I WHEN PEESONALITIES CLASH: FINDING THE RIGHT ESTATE PLANNING TEAM IN OHIO
  2. 2. Ever wonder if you're being treated fairly in the relationship between you and your estate planning or elder law attorney? fi_‘rw' ' Law| Estate Planning / /‘ISS1H'I. II‘Q pmrc qfmind.
  3. 3. Most are compassionate, ethical, honest and genuinely concerned for the future of their clientele _ _‘fi_‘1w" . /,_,1,jK Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  4. 4. Sometimes, though, relationships don't “gerl fi_i-. ,- ' . /,_,1,; ‘K Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  5. 5. Here are a few tips on finding the right legal advocate fi_i-. ,- ' Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  6. 6. Prepare a list of questions and your expectations
  7. 7. Understand his role and how it pertains to you and your family fi_i-. ,- ' . /,_,1,; ‘K Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  8. 8. What does your estate planning lawyer offer? fi_i-. ,- ' . /,_, ZL, f Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  9. 9. sure that not only can he answer your questions, but what else does he offer as a courtesy to ensure his clients always feel “in the loop? ” fi_i-. ,- ' . /,_,1,jK Law| Estate Planning / A551u'in‘Q pmrc qfmind.
  10. 10. Our many “help yourself” resources ihclude: fi_i-. ,- ' . /,_,1,jK Law| Estate Planning / A551u'in‘Q pmrc qfmind.
  11. 11. 6) Estate planning seminars chock-full of great information fi_i-. ,- ' Law| Estate Planning / A551u'in‘Q psars qfmind.
  12. 12. G) Timely white papers ZIMMEK Law| Estate Planning Asstning pears of mind.
  13. 13. GD Informative slide decks ZIMMEPQ Lavv| Estate Planning Assm'in_g pears qfmind.
  14. 14. Conversational blog posts minus the ‘‘legal jargon” fi_i-. ,- ' Law| Estate Planning / A551u'in‘Q psars qfmind.
  15. 15. And, of course, our great support team is available to answer questions, too ZIMMER Law| Estate Planning A55m'in_Q pears qfmind.
  16. 16. HOW ARE YOU TREATED WHEN YOU ARRIVE? IMMEP: Law| Estate Planning Assuring peace of mind.
  17. 17. We know the frustration of arriving on time for an appointment, only to be greeted by someone who clearly is more interested in what's going on in his social life than the office fi_r-, « ' Law| Estate Planning / /‘1SS1H'I. II‘Q pmrc qfmind.
  18. 18. They receive consistent and compassionate treatment from all of our staff — whether they're on the phone or walking through our doors fi_r-, « ' Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  19. 19. We also believe that a 9 a. m. appointment means 9 a. mi fi_i-, « ' . /,_, ZL, f Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  20. 20. Of course, there are times when emergencies happen or the courts are delayed, but if we're ever unable to arrive to a meeting on time, fi_i-, « ' . /,_, ZL, f Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  21. 21. our clients receive the courtesy of a phone call with an offer to reschedule or to meet later the same day ZIMMER Law| Estato Planning Assuring perm‘ qfmind.
  22. 22. We don't lil . ~ _o 1‘ L, Y , . - . ' I A 1 3.. l (e waiting in an empty office — and our clients don't either
  23. 23. Have questions? Great — it's what we're here for aw| Estate Planning / ' ‘Hind. Asszuvng pmrc Q} I i/ *1/:3:; ~
  24. 24. If we're unable to provide an explanation that answers all of your questions, let's keep talking! fi_i-. .- ' Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  25. 25. If you don't understand all of the dynamics behind a living will, you're only going to become frustrated and then we've not met your standards fi_i-. ,- ' . /,_,1,; ‘K Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  26. 26. Our clients allow us to become part of their teams — and it's a responsibility we take seriously ZIMMER Law| Estato Planning Assuring perm‘ qfmind.
  27. 27. Want to learn more about estate planning and the importance of a pleasant and comfortable environment? fi_i-. ,- ' . /,_,1,jK Law| Estate Planning / ASS1H'I. II‘Q pmrc qfmind.
  28. 28. We'd love to show you the difference our team makes ZIMMER Law| Estate Planning Assm'in_gI peare rgfmind.
  29. 29. 1 .9 ~ *-— Contact our law office today to learn more: 513- 721-: i.5
  30. 30. = I _ _/ , ':)Ilv1’1/ iEI{l Estate Planning / " THE ZIMMER LAW FIRM, LLC Click to visit:

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