Creating a timeline for your child’s education history is easily done in a Word document, the Notes app in your phone, or in a notebook. Create sections for each school year and include in each section important dates and events (PPT meetings, evaluations, “incidents,” etc.) This timeline will help you organize your thoughts, ensure you don’t forget anything important, and assist in interacting with any professionals during the course of your child’s journey.
Scan your most recent documents (IEP, evaluation, progress report) in PDF form so you may send them without delay directly to any member of your child’s team. Free smartphone apps like Turboscan or CamScanner allow you to scan documents with multiple pages. You may also request PDF copies of your documents from your school team, and libraries often have copy machines with scanning capabilities.
Do you want someone who is more aggressive, or someone more soft spoken? Both kinds of attorneys can be equally successful. Do you like emails, or do you prefer to speak on the phone?
Although sometimes it may seem cost prohibitive to consult with more than one attorney, getting different perspectives is very important in the hiring process.
Trust your instinct! You will have to spend a lot of stressful time talking to this person so keep that in mind.
Attorneys should respond to your calls during a timely manner, but as a client you should also be considerate of their time. Be organized & polite. There is almost no reason to call an attorney on a weekend unless you are in the midst of a contentious due process hearing. And don’t forget that schools don’t work after 4 or on the weekends either.
The attorney’s job is to provide you with a fair and unbiased assessment of your case. They cannot do that if you are not completely honest with them.
You have a duty to yourself and your child to listen to what your attorney has to say. You might not agree and you might not like what they have to say, but they are assessing the case, the players, the timeline, and the likelihood of resolution and they are the experts in those areas.
Research the attorney online. Look for blogs they have written, legal decisions, webinars & podcasts they’ve appeared in.
Organize & prioritize your child’s special education documents into a binder.
Wealthspire is an independent advisory platform offering capabilities across individual wealth management, institutional advisory, and business management. As one of the most comprehensive and multidisciplinary platforms in North America, Wealthspire currently oversees more than $593 billion in assets under management or advisement.* Though our size means we serve a diverse client base, we work most extensively with high net worth and ultra-high net worth individuals and families. We lead with tailored planning, invest with a disciplined, long-term approach, and aim to simplify lives by coordinating seamlessly with outside advisors and building collaborative client teams.
* Reflects combined data as of 12/31/2025 for Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, Newport Private Wealth Inc., and affiliates.
