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Materials to Bring to the Initial Meeting

The practice of law is an information-driven business. In order for your attorney to properly represent you, we will need you to supply us with information and certain documents throughout the case. You can jump-start your case by bringing the following materials with you to your initial meeting with our office.  The sooner we have the following materials in our possession, the faster we can begin to resolve your case.

Try to gather these items up before you meet with us. If you do not have some of these items in your possession, do not worry – just bring what you have. You do not need to go out of your way to track everything down prior to our meeting. If we need the other items we can always get them later.

If you are meeting with us about the wrongful death of a loved one, please bring:

  • A copy of the death certificate
  • The autopsy report (if any)
  • A copy of the obituary
  • Any newspaper articles or reports about the event precipitating the death
  • A picture of the deceased taken prior to his or her death
  • Any pictures of the scene where the death took place
  • Any pictures showing the injuries to the deceased
  • Any correspondence between yourself and your own insurance company relating to the death (auto insurance, life insurance, etc.)
  • Any correspondence between yourself and the person who caused the death or his/her insurance company
  • Any medical records or bills for treatment received by the deceased for his or her injuries

If you are meeting with us about an injury from an automobile accident, please bring:

  • Your driver’s license
  • Your health insurance card (if you have health insurance)
  • Your Medicare card (if you are on Medicare)
  • Your Medical Assistance card (if you have Medical Assistance)
  • The declarations page from the auto insurance policy on your vehicle
  • The police report (if any)
  • Any pictures of the accident scene
  • Any pictures showing the damage to your vehicle or the other vehicle(s) in the accident
  • Any pictures showing the injuries to yourself
  • Any newspaper articles or reports about the accident
  • Any correspondence between yourself and your own auto insurance company
  • Any correspondence between yourself and the other driver(s) or his/her auto insurance company
  • Any medical records for treatment you have received for your injury
  • Any bills from health care providers, including prescription receipts
  • Any explanation of benefits forms from your health insurance, auto insurance, or Medicare/Medicaid

If you are meeting with us about a work-related injury, please bring:

  • Your driver’s license
  • Your health insurance card (if you have health insurance)
  • Your Medicare card (if you are on Medicare)
  • Your Medical Assistance card (if you have Medical Assistance)
  • The incident report (if any)
  • Any pictures of the location or scene of where your injury occurred
  • Any pictures showing the injuries to yourself
  • Any forms sent to or paperwork received from the Workers Compensation Commission
  • Any correspondence between yourself and your employer
  • Pay stubs for the 14 weeks prior to your injury
  • Any medical records for treatment you have received for your injury
  • All off-work slips from your doctors
  • Any bills from health care providers, including prescription receipts
  • Any explanation of benefits forms from your health insurance, auto insurance, or Medicare/Medicaid

If you are meeting with us about any other kind of injury, please bring:

  • Your driver’s license
  • Your health insurance card (if you have health insurance)
  • Your Medicare card (if you are on Medicare)
  • Your Medical Assistance card (if you have Medical Assistance)
  • The incident report (if any)
  • Any pictures of the location or scene of where your injury occurred
  • Any pictures of the object, item, animal, or person that caused your injury
  • Any pictures showing the injuries to yourself
  • Any correspondence between yourself and your own insurance company relating to the injury (health insurance, homeowner’s insurance, renter’s insurance, etc.)
  • Any correspondence between yourself and the person who caused the injury or his/her insurance company
  • Any medical records for treatment you have received for your injury
  • Any bills from health care providers, including prescription receipts
  • Any explanation of benefits forms from your health insurance, homeowner’s / renter’s insurance, or Medicare/Medicaid

If you are meeting with us about estate planning, which may include a will, trust, financial power of attorney, health advance directives or asset protection, please bring:

  • Any existing estate planning documents that you have previously signed, (i.e. wills, advance directives, etc.)
  • The completed Estate Planning Questionnaire (available upon request from our office)

If you are meeting with us about estate probate, please bring:

  • The original Death Certificate of the decedent
  • The most recent Will executed by the decedent

If you have any questions, please feel free to contact our office. Also, please remember that ALL OF OUR INITIAL CONSULTATIONS ARE FREE. We look forward to meeting with you!


 

 

 
Note: This web site is designed for general information only. The information presented at this site should not be construed as formal legal advice or the formation of a lawyer/client relationship. If contact with the firm is made by email inquiry, any information contained in such email before the firm agrees to represent the party initiating such contact shall remain confidential; however, a lawyer/client relationship is not created by an email inquiry.
197 East Main Street Westminster, MD 21157 (410) 871-1234 contact@finchlawoffice.com