McClain Law, LLC - Conflicts, Privacy and Security Policy
Confidentiality Notice
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Our firm recognizes that the information you provide in this Estate Planning Intake Form is highly confidential. We gather various details about you from this form and from our consultations. You can trust that all information you share with us will remain private and secure.
McClain Law, LLC does not disclose, sell, trade, or provide any information about your family or assets to any third parties unless you specifically authorize us to do so or it is required by law. We restrict access to your non-public personal information to those employees of our law firm who need that information to provide legal services to you. We implement physical, electronic, and procedural safeguards to protect your confidential information.
While you are welcome to include family members, loved ones, and/or advisors in the planning process if you choose, it is important to note that the attorney-client privilege, which safeguards confidentiality, applies only between the attorney and the client. Generally, we prefer to meet with you individually or as a couple before involving any family members or others.
We rely on the information you provide to advise you on the most suitable estate planning arrangements for your circumstances. By completing this form, you affirm that the information is accurate and complete.
Conflicts of Interest
In the legal profession, it is unusual to represent more than one person in any legal matter. However, in estate planning, spouses or partners often have common goals, shared assets, and similar objectives and can sometimes be treated as a single client.
If you are single or if your significant other does not share your goals and objectives, it is crucial to seek independent legal counsel. Similarly, if a conflict or significant difference of opinion arises with your significant other after we have begun our representation, our firm may have to discontinue our services and recommend that you both seek separate counsel.
Professional Fees
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Quality estate planning involves a thorough review of your financial information and an open discussion about your personal circumstances, needs, goals, and desires. The estate planning documents created during this process can have substantial legal and tax implications. Prior to your initial appointment, we will review the information you provide and will not bill you for that time or for the consultation itself as a courtesy to you and your professional advisors.
Typically, we bill hourly for your initial consultation after the first hour, unless other arrangements have been made. After our initial meeting, we will provide you with an outline of our recommended course of action along with the related fees based on the complexity of your case. At that point, we can usually provide a flat fee for the entire estate plan.
If you need to change or cancel your initial appointment or any subsequent appointment, please notify us at least 48 hours in advance.
In all cases, our legal representation will commence only after the dual execution of a Contract for Legal Services by the clients and the firm, along with the receipt of your professional fees for the services rendered.