Rosemary Lopez & Associates

Give careful thought to what comes next.

Proposed practice area · Subject to confirmation.

01 / Overview

Wills & Estate Planning

An overview of planning for personal wishes, assets and future arrangements.

The appropriate next steps depend on the facts, the applicable jurisdiction and the attorney’s confirmed scope of practice. An initial enquiry helps establish whether the matter can be considered.

02 / Preparation

What to bring

List the assets and responsibilities you wish to discuss and any existing planning documents.

03 / Before engagement

Understand the next steps.

Availability, conflicts, the scope of work and fees must be discussed before any representation is agreed. Do not assume that an enquiry pauses a deadline.

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