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Annual Legal Health Check-up

Just as booking an appointment with a doctor or financial advisor offers an opportunity to identify issues and gauge your health (physical and financial), checking in with their lawyer can ensure your client's legal health is also in good shape.

Perhaps your client has experienced a change in their relationship status or are considering the purchase or sale of a home, rental or vacation property. Perhaps they are considering the future of their little ones or other loved ones, and how they can make sure they are protected and provided for. In all cases, consulting with a lawyer in advance can provide valuable insights to save them time and money and to highlight any red flags.

To help lawyers remind their clients to check up their "legal health", LAWPRO has created the Annual Legal Health Check-up (in Word and PDF formats). It is a non-exhaustive list of common legal issues that arise in a client's personal or business life. The list can be modified to use as best suits your own practice.

A lot can happen over the course of a year to impact your client's legal health. By mailing or emailing this Check-up list to clients, lawyers can encourage them to proactively consider their potential legal needs and be aware that their lawyer can help them address issues before there is a crisis.

Click here to download the Check-up in Word
Click here to download the Check-up in PDF

 

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