Dedicated Support for Seniors and Their Families
At Rodriguez Elder Law, our journey started with a heartfelt desire to help seniors and their families navigate the complexities of elder law. Founded by Joannie Rodriguez, who has a genuine passion for serving the aging community, we understand the unique challenges that come with this stage of life. With a focus on estate planning, Medicaid planning, veteran’s benefits, and special needs trusts, we aim to provide thoughtful guidance tailored to each client’s needs.
Our Case Process
Step 1
Intake
This is the Firm’s opportunity to gather the facts. In order for the Attorney to be fully equipped for the consultation, and laser focused on the topics and issues most concerning to the prospective client, our team needs to gather information.
Step 2
Consult
The process by which a prospective client and our Attorney “get to know one another.” What are the needs of the prospective client? Is there an existing estate plan and documents that need to be reviewed? Is the matter urgent? What is the prospective client’s goal or desired outcome? Go over any questions or concerns.
Step 3
Engage
Our Attorney will present a Legal Services Agreement. This is the opportunity to agree on the terms of engagement such as the scope and nature of the legal services to be provided. It is important that the terms are clear to all and reasonable expectations are set. At this point, our Attorney will review and discuss the next steps your case and provide a roadmap.
Step 4
Strategize
At this point in the representation, it is time for our Attorney to develop and customize a legal solution to meet your individual needs. We feel that every client deserves to understand the strategy to be implemented in their case, be presented with alternatives, ask questions, review documents and watch the work unfold. Our client’s participation in the process is essential to the success of the Firm to meet the needs of our clients.
Step 5
Delivery
Time to review, finalize and deliver the final product, whether that is a complete and professional estate planning package, a well explained and smooth probate or trust administration, or celebrated approval by the Department of Children and Families on Medicaid Long-Term Care benefits.
Step 6
Review
We hope that your experience with our Firm has been an answered prayer and brought your the Peace of Mind you and your loved ones deserve. We feel strongly that “word of mouth” is the best way to attract prospective clients who are also in need of our expertise.
We are happy to provide you with the tools to make the referral and would welcome a “review” on any platform your are comfortable accessing.