Schedule Appointment with RISE UP LEGAL

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ATTORNEY CONSULTATION | NEW CLIENT

BUSINESS ADMINISTRATION

BUSINESS PLANNING

ESTATE ADMINISTRATION

ESTATE PLANNING

GENERAL CONFERENCE

INSOLVENCY

LITIGATION

Lunch

I would like to schedule...

Attorney Introduction | Case Review

15 minutes

15 minute complimentary telephone call with an attorney to review your potential legal matter.

NOTE: If you prefer to come into our office for a live consultation or believe you might need more than fifteen minutes, please call us at 904-877-1010. We're available 24/7 at Extension 1 to speak with you and book a meeting.

I. Annual Business Performance Review

1 hour

* Purpose: Review the overall performance of the business over the past year, including financials, operations, and key achievements.

* Participants: Business Owner(s), Attorney, Accountant, Key Executives.

II. Annual Corporate Governance Review

1 hour

* Purpose: Evaluate compliance with corporate governance requirements and review board meeting minutes.

* Participants: Business Owner(s), Attorney, Board Members.

III. Annual Tax Planning and Compliance Review

1 hour

* Purpose: Review tax obligations, plan for upcoming tax filings, and ensure compliance with tax laws.

* Participants: Business Owner(s), Attorney, Accountant.

IV. Annual Employment and Labor Law Compliance Review

1 hour

* Purpose: Ensure compliance with employment laws, review employee handbooks, and update policies as needed.

* Participants: Business Owner(s), Attorney, HR Manager.

V. Annual Intellectual Property Review

1 hour

* Purpose: Review the status of patents, trademarks, copyrights, and other intellectual property protections.

* Participants: Business Owner(s), Attorney, IP Specialist.

VI. Annual Insurance and Risk Management Review

1 hour

* Purpose: Assess the adequacy of business insurance coverage and risk management strategies.

* Participants: Business Owner(s), Attorney, Insurance Advisor.

I. Strategic Planning Session

1 hour 30 minutes

* Purpose: Set long-term goals, develop strategic initiatives, and outline a roadmap for business growth.

* Participants: Business Owner(s), Attorney, Key Executives, Strategic Advisors.

II. Business Succession Planning Meeting

1 hour

* Purpose: Develop and update succession plans to ensure a smooth transition of ownership and management.

* Participants: Business Owner(s), Attorney, Potential Successors, Financial Advisor.

III. Merger and Acquisition Planning

1 hour

* Purpose: Discuss potential mergers, acquisitions, or divestitures, and plan for due diligence and negotiations.

* Participants: Business Owner(s), Attorney, M&A Advisor, Financial Advisor.

IV. Regulatory Compliance Planning

1 hour

* Purpose: Plan for upcoming regulatory changes and develop strategies to maintain compliance.

* Participants: Business Owner(s), Attorney, Compliance Officer.

V. Estate Planning Integration

1 hour

* Purpose: Integrate business interests with personal estate planning to ensure cohesive wealth management.

* Participants: Business Owner(s), Attorney, Estate Planner, Financial Advisor.

Signature Meeting

30 minutes

Beneficiary Meeting

15 minutes

Trustee & Personal Representative Meeting

30 minutes

Advisor Meeting

30 minutes

I. Initial Documentation Gathering Meeting

30 minutes

* Purpose: Collect necessary documents such as death certificates, wills, and any trust documents.

* Participants: Client & Attorney

II. Collection of Beneficiary Contact Information

15 minutes

* Purpose: Gather contact details for all beneficiaries and heirs.

* Participants: Client & Attorney

III. Asset Inventory Preparation

15 minutes

* Purpose: Assist the PR in preparing a comprehensive inventory of the decedent's assets.

* Participants: Client & Paralegal.

IV. Document Review and Filing Preparation

15 minutes

* Purpose: Review all gathered documents and prepare for filing with the court.

* Participants: Client, Attorney & Paralegal.

V. Creditor Claim Identification

15 minutes

* Purpose: Help identify and compile any creditor claims against the estate.

* Participants: Client & Paralegal.

Filing of Petition for Administration

15 minutes

* Purpose: Review and file the initial petition to open the probate case with the court.

* Participants: Client, Paralegal & Attorney.

Court Appearance Preparation

15 minutes

* Purpose: Prepare for and attend any required court hearings or status conferences.

* Participants: Client, Paralegal & Attorney.

Inventory and Accounting Review

15 minutes

Purpose: Review the estate inventory and accountings prepared by the paralegal.

* Participants: Client, Paralegal & Attorney.

Dispute Resolution

15 minutes

* Purpose: Address any disputes or issues that arise with beneficiaries or creditors.

* Participants: Client, Paralegal & Attorney.

Distribution Plan Discussion

15 minutes

* Distribution Plan Discussion

* Participants: Client, Paralegal & Attorney.

Finalization and Closing of Estate

15 minutes

* Purpose: Prepare and file the final accounting and petition for discharge to close the estate.

* Participants: Client, Paralegal & Attorney.

Design Meeting

1 hour 30 minutes

Delivery Meeting

1 hour

Review Meeting

1 hour

Signature Meeting

1 hour

Client Care | Family & Advisor Meeting

1 hour

William Rothrock

30 minutes

Request a 30 minute conference with attorney William Rothrock.

Nicole Macomb

30 minutes

Request a 30 minute conference with paralegal Nicole Macomb.

Carly Belica

30 minutes

Request a 30 minute conference with paralegal Carly Belica.

Melissa Cain

30 minutes

Request a 30 minute conference with attorney Melissa Cain.

Paul Cain

30 minutes

Request a 30 minute conference with attorney Paul Cain.

Bankruptcy

1 hour

Paperwork Appointment

1 hour

This appointment is to meet and review your file before we assemble your petition. It is the second of three major appointments with our office. The first is your consultation, and the third is the petition signing appointment with your attorney.

Petition Signing Appointment | Bankruptcy

45 minutes

This is the third major appointment you will have with our office. Here, you will meet and review your petition with your attorney. You will sign your petition during this meeting.

Litigation & Adversarial Matters | Attorney Review

30 minutes

PAUL CAIN, Esq.

1 hour

WILLIAM ROTHROCK, Esq.

1 hour

RISE UP LEGAL | Attorneys-at-Law

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