The best plan is what an informed person decides.
Everyone has a different story. Until you sit down with an attorney, it's difficult to know what your options are. In most estate planning cases, the first meeting is complementary and we will give you a quote for the option you choose, before moving forward with your plan.
To prepare yourself for the first meeting, you can use the worksheet that best fits you below.
Estate Planning Newbies
If you have no estate planning documents, we can educate you on your options, and help you set up a plan to fit your goals.
Estate Planning Reviewers
If you already have a Will or Trust and want want to review it because life and law changes, we can help.
Whether you are a Newbie or a Reviewer, we will focus on understanding your current family situation, assets, and goals. At our first meeting, we ask questions, listen closely, and provide solutions to accomplish your goals.
If you have any questions, please do not hesitate to email or call our office. We are ready to help you through the planning process.
So you made the decision to get your will or trust done, but how do you prepare for the first meeting with an estate planning attorney? It might be easier than you think. You should really just have three things.