Personal Legal Adviser Question:
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Tell us who is your typical client?

Personal Legal Adviser Interview Question
Personal Legal Adviser Interview Question


You don't want actual names, so this question does not violate attorney-client privilege. What you want to find out is whether the average client is an individual or a business and whether the average job resembles what you need done, both in terms of the legal matters being covered and, when applicable, the dollars involved. If you have a big estate and fear lawsuits, so that you want to set up an asset-protection trust, you don't want to be working with an advisor whose idea of asset-protection is an ordinary estate plan and protecting life savings from Uncle Sam. You're looking for someone who can make you virtually "suit-proof," and the difference is huge.

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