James C Provenza & Associates, PC

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You are here: Home / What Should I Expect at Our Initial Consultation?

What Should I Expect at Our Initial Consultation?

An initial meeting, which is sometimes free and sometimes not, is mostly listening. Client has come in, they want to accomplish something. We’ll ask a series of questions to find out exactly what it is the client wants to accomplish. We’ll provide a fee, typically at the end of that first meeting. We won’t quote in advance because we don’t know enough when a client calls, but we will be able to almost always give a fee at the end of an initial meeting. What’s it going to cost? How long is it going to take? Initial meeting will usually take about an hour. If the client decides not to go forward, that’s fine. If the client decides to go forward, we’ll ask for a retainer. We’ll send a letter that outlines what it is we will do for them. What’s the fee? What’s the payment plan? We ask them to sign the letter, send it back, and then we’ll get started on the project.

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James C Provenza & Associates, PC
1701 E. Lake Avenue, Suite 407
Glenview, IL 60025

(847) 729-3939

© Copyrights 2018 James C Provenza & Associates, PC · All rights reserved.

 
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  • Home
  • Our Firm
    • Attorney Profile
    • Firm Overview
    • Areas Served
      • All Counties
      • Cook County
      • DuPage County
      • Lake County
      • McHenry County
      • Winnebago County
  • Practice Areas
    • Non-Profit Organizations
      • Board Resolutions & Governance
      • Complex Charitable Gifts
      • Contracts & Leases
      • Fiscal Sponsorship
      • Form 990 Preparation
      • For-Profit and Not-For-Profit Subsidiaries
      • Fundraising Regulations
      • Lobbying & Political Activity Regulations
      • Nonprofit Bylaws
      • Nonprofit Incorporation
      • Nonprofit Regulatory Compliance
      • Organizational Structuring
      • Tax-exempt Applications
      • Tax Reporting
      • Unrelated Business Income Tax
    • Estate Planning and Administration
      • Charitable Trusts
      • Educational Trusts
      • Grantor Retained Annuity Trusts (GRAT)
      • Gift Planning
      • Guardianship and Conservatorship
      • Healthcare Directives
      • Irrevocable Life Insurance Trusts
      • Living Trusts
      • Minor’s Trusts
      • Power of Attorney
      • Probate / Estate Administration
      • Wills
  • Resources
    • Downloads
    • Trust and Estates
      • Overview
      • Probate – Beginning the Process
      • The Body of a Will
      • Trust Elements – A Settlor With Intent
      • Trust Modification and Termination
      • Trusts, Public and Private – III
  • Testimonials
  • FAQs
  • Videos
  • Blog
  • Contact