Annual Legal Health Check-up
In the same way a visit with a doctor or financial advisor offers an opportunity to identify issues and gauge physical or financial health, a discussion with a lawyer can help improve how clients deal with existing or potential legal issues.
Perhaps your client has experienced a change in their relationship status or is considering the purchase or sale of a home, rental or vacation property. Perhaps they are reviewing their estate and the future for their children or other loved ones. A consultation with a lawyer can provide valuable insights to save time and money and to highlight any red flags.
To help lawyers remind their clients to review their legal health, LAWPRO has created the Annual Legal Health Check-up (Word format or PDF format). It is a list of common legal issues that may arise in a client’s personal or business life. By mailing or emailing this check-up to your clients, you can encourage them to proactively consider their potential legal needs and be aware that you can help them address issues before there is a crisis.
This check-up can be used as is or customized for your own practice. It includes a space to insert your contact information or attach a business card.