Prepare for a useful consultation
Bring the Massachusetts record that frames the question.
For a Probate and Family Court matter, bring current orders,
pleadings, financial statements, and the docket number. For a
property matter, bring the purchase and sale agreement, deed,
title material, condominium documents, and the applicable
Registry of Deeds district.
Business clients should gather formation records, ownership
agreements, and the contract or communication at issue. Estate
planning clients should bring existing documents and a simple
inventory showing how major assets are owned and who is named on
beneficiary designations.