At the Law Office of Frederick N. Pellegrini, we believe in the power of consistent legal counsel for business planning. As your business, goals, and family change, so should your business plan. Far too many lawyers make a business plan for their clients and call it a day. But this only hurts the client.

That’s why our Dedham attorney schedules three meetings with clients to kickstart the process. All three meetings last about 2 hours each. Then, we meet with clients every 3 to 5 years, and more frequently if needed, to ensure their business plan aligns with their current and projected needs and goals.

At the first meeting, we learn about the client, their business, and their family, review their business structure and assets, and educate the client on the steps they should take to achieve their bottom line.

The second meeting concentrates on drafting initial legal documents and explaining what they mean and how they work. Our lawyer will provide the client a step-by-step breakdown of what each legal document is, what the impacts are, and how they align with the client’s overall business and estate planning goals. We will also collect copies of relevant documents from clients to better assist them. Essentially, our attorney helps clients visualize their business plan and gives them a better understanding of the process altogether during the second meeting.

The third meeting is all about reviewing and signing documents. We will touch on all the discussions we’ve had in the previous two meetings to ensure everything is clear and accurate before we move forward with the official signing process. Depending on the legal service you requested, our attorney may also transfer your business assets into your estate plan if appropriate.