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Firm Forms / Intake Procedure
THE SHORE LAW FIRM INTAKE PROCEDURES
Your initial consultation is scheduled so that each of us has time to do some homework before we sit down together to discuss your concerns. By sharing some background information with us in advance about who is who in your family and your financial circumstances, we are able to review your situation before you even walk in the door which results in a meeting will be substantive and productive. The information you provide is essential for appropriate planning, and will be held in the strictest confidence. Accuracy to the exact dollar is not necessary; your best estimate will be fine for now.
Please print and fill out the appropriate form, and return it to our office by mail, email, fax or in person no later than two days before our initial appointment.
News & Upcoming Events
HEALTHCARE DECISIONS DAY EVENT
When: Wednesday, April 17, 2019, 10:00 AM – 12:00 PM
Where: Attleboro Council on Aging, 25 South Main Street, Attleboro
Who: Local seniors
What: An educational event, followed by the opportunity to create a Health Care Proxy
Cost: Free
To register: Contact the Attleboro COA at 508-223-2222
5th SENIOR SPECTACULAR
When: Thursday, April 18, 2019, 9:00 AM – 2:00 PM
Where: North Attleboro Middle School, 564 Landry Ave., North Attleboro
Who: Open to the Public
What: A senior resource event including continental breakfast and lunch, health screenings, vendors, raffles, a celebrity fashion show, and educational programs
Cost: Free
To register: Pre-registration is preferred but not required
More info: see flyer
ESTATE PLANNING ESSENTIALS FOR SENIORS
When: Friday, April 25, 2016, exact time TBD
Where: North Attleboro Middle School, 564 Landry Ave., North Attleboro
Who: Open to the Public
What: Part of the 5th Senior Spectacular, this panel presentation by Deborah Blum-Shore and two other local elder law attorneys will review the important documents that should be part of every estate plan
Cost: Free
To register: No need to separately register if attending the Senior Spectacular
More info: see flyer
ADVANCE PLANNING FOR OLDER CLIENTS
When: Friday, May 3, 2019
Where: Taunton Holiday Inn
Who: Massachusetts Continuing Legal Education (MCLE)
What: Panel presentation at full day estate planning program for legal professionals titled “Turbocharged: Estate Planning Practice Upgrade 2019”
To register: see www.MCLE.org
MTA RETIRED MEMBERS GATHERING
When: Tuesday/Wednesday, September 24-25, 2019
Where: Westborough Doubletree Inn
Who: Massachusetts Teachers Association Retired Members Annual Gathering
What: Three educational sessions: “Nuts & Bolts of Estate Planning, “ “Life Care Planning,” and “Understanding and Using Trusts”
To register: Registration not yet open