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What should I do before a meeting with an attorney for estate planning?
Meeting with an attorney to help you prepare your estate plan can be overwhelming, especially if you do not know where to start. Although it’s not required to prepare in advance of the meeting, it will be much more productive if you do.
Here is a list of things to do to prepare for your meeting:
1. Be prepared to be open and honest
For your attorney to fully advise you, they need to understand sensitive financial data and also your personal family dynamics. These can be difficult conversations and often involve disclosures that you wouldn’t tell even close friends. Be prepared to discuss these topics openly with your attorney. Remember, the conversations are confidential.
2. Fill out a questionnaire to help make decisions
You can use one of The Haw Law Firm’s questionnaires for married couples found here or an individual here.
Please note that you do not have to complete the entire questionnaire prior to the meeting. In fact, you might need your attorney’s advice to know what to fill in. Still, it helps organize your thoughts into what questions and decisions may be needed.
3. Bring Important Documents
If you gather and bring some important documents to the meeting, it can save time and help your attorney advise you. Documents to consider bringing include:
- Financial Records: An overview of your financial records, including your most recent bank statements, investment accounts, retirement accounts, and life insurance policies.
- Property Deeds: Titles to real estate, vehicles, or other significant assets.
- Existing Estate Planning Documents: If you already have a will, trust, power of attorney, or advance healthcare directive, bring those as well.
- Divorce Decree: If you have minor children, a copy of your divorce decree or other custody doucments
4. Prepare Questions for Your Attorney
Estate planning can be confusing and it’s normal to have questions. Write down your questions, such as:
- What’s the difference between a will and a trust?
- What happens if I become incapacitated?
- How often should I update my estate plan?
After the meeting:
Be sure to review your notes and follow up with your attorney by giving them any requested information or documents. You may also need to discuss your plans with your family or people you will be giving power over you and your estate to ensure that they are up to the task and know your wishes.
Disclaimer: This blog post is for informational purposes only and does not constitute legal advice. Consult a qualified estate planning attorney for guidance tailored to your specific situation.
