Intake – Izabella

Revised Expanded Intake

Thank you for calling The Shea Law Firm, this is Izabella, how may I help you?

*Pause for caller's version of why they are calling*

This is Not a Script, These Are Listening Cues

 

What do they need our help with?

Listen for: estate planning, a will, a trust, probate (someone passed away), or Medicaid/nursing home costs.

If they're vague, try:

"Are they dealing with a nursing home situation, or is it more of a planning thing — like a will or trust?"

Let me ask you a few questions and we will get you taken care of.

Is the family member currently in a hospital, skilled nursing facility, or rehabiliation facility?

Do they own more assets than a small checking account? (listen for anything totaling over $25,000) Optional

Which type of appointment would you prefer? We offer in office, by phone, or by video conference.

Return call from Attorney Shea can be scheduled using the calendar below.

Office Consultation Container

We do not handle this type of case and will not be able to help them.