How to Prepare for Your Initial Consultation with a Disability Attorney

Why Preparation is Important

The initial consultation with your disability attorney is critical because:

• Maximizes Efficiency: Being prepared helps ensure that all relevant information is covered, reducing the need for follow-up meetings and delays.
• Helps Build a Strong Case: The more information you provide upfront, the better the disability attorney can assess your case and determine the best course of action.

What to Bring to Your Consultation

To get the most out of your initial consultation, it’s essential to bring the following items:

1. Correspondence with SSA:
2. Bring any correspondence you've received from the Social Security Administration (SSA).
3. List of Medical Providers and/or Medical Records:
4. Bring all relevant medical records, including diagnosis, treatment, and prognosis documentation. This should include records from all healthcare providers who have treated you for the condition(s) related to your disability claim.
5. List of Medications:
6. Prepare a list of all medications you are currently taking, including dosages and the reasons for each prescription.
7. Work History:
8. Compile a detailed history of your work experience, including job titles, duties, and the reasons you can no longer perform those tasks.
9. Financial Information:
10. Bring information about your income, assets, and any other financial resources, as this can impact your eligibility for certain benefits.
11. Personal Identification:
12. Ensure you have identification documents, such as your Social Security card and a government-issued photo ID.

Questions a Disability Attorney May Ask You

During the consultation, your attorney will ask a series of questions to better understand your situation and determine how to proceed. Here are some common questions you might be asked:

1. Medical Condition:
2. What is your medical diagnosis, and when were you first diagnosed?
3. How does your condition limit your ability to perform daily activities or work?
4. Have you received any treatment or therapy? If so, what has been the result?
5. Work History:
6. What was your last job, and when did you stop working?
7. What were your job responsibilities?
8. Have you tried to return to work or work in a different capacity since your diagnosis?
9. Education:
10. Did you graduate high school?
11. Did you graduate college or have any advanced degrees?
12. Have you attended any technical schools? 
13. Daily Living:
14. How has your condition affected your ability to perform daily activities, such as cooking, cleaning, or personal care (ie. bathing, dressing)?
15. Do you require assistance with these tasks? If so, who provides that assistance?
16. Previous Claims:
17. Have you previously applied for Social Security Disability benefits? If so, what was the outcome?
18. Have you filed for workers’ compensation or other disability benefits?
19. Support System:
20. Do you have a support system, such as family or friends, who help you manage your condition?
21. Are you receiving any other forms of financial assistance or benefits?

Tips for a Successful Consultation

• Be Honest and Open: Attorneys need all the facts. Be honest about your condition, work history, and limitations during your consultation. 
• Ask Questions: Don’t hesitate to ask any questions you have about the process, your case, or what to expect moving forward.
• Take Notes: Write down important points discussed during the meeting, especially any next steps or documents you need to provide.

Conclusion

Preparing for your initial consultation with a disability attorney is a crucial step in the Social Security Disability process. By gathering the necessary documents and being ready to answer important questions, you can help create a full picture of your case. 

If you have any questions or need further assistance, feel free to contact our office. We’re here to help guide you through this complex process and work towards a favorable outcome for your case.