As with any facet of life, being properly prepared for a moment greatly increases the efficiency of achieving the objective. This holds true for your first meeting with a social security attorney as well.

In this article we will provide a checklist of items you should bring when meeting with your attorney for the first time. Feel free to bookmark this page and refer back to it as often as you like.

  1. Bring a list of your work, education and training for the past ten years. This information will be necessary to make your case.
  2. Current job and all that it entails. This includes a description of all of your duties, responsibilities and chores required by your job.
  3. Disability Documentation – Bring any paperwork relating to any claims you have already filed and any correspondence with the SSA.
  4. Medical Documentation – Bring any medical files you may have including diagnosis, treatment and prescribed medicine information. Bring any labs you may have as well.
  5. Create description of your physical impairment and describe how you are affected by it especially as it pertains to earning money/doing your job.
  6. Questions – Create a list of questions you may have about this process. An attorney should be able to answer them for you.

Make sure to discuss with your attorney what your goals are, what you had in mind and anything that concerns you about your case.

A good attorney will be able to give you some good time frames as well as an outline of the course of events which will follow. They will also discuss their fee. There should be no surprises and no guessing-games when it comes to your case.