k.
Divorce Decree or Separation Agreement if the clients had been involved in a divorce within the past one (1) year;

l.
Copies of the last statement from any retirement accounts; and

m.
Copies of bank statements, stock certificates, bonds, credit union and passbook savings accounts from the past six (6) months;


3. After these documents were gathered, the clients called the office and set up an appointment. At this appointment, I personally met with them to answer

Most virtual assistants often have office equipment
that is superior to some law firms — and the knowledge
to use it to save their attorney clients the most money.