What Should I Bring to my Initial Consultation With an Estate Planning Attorney?

What Should I Bring to my Initial Consultation With an Estate Planning Attorney?

Estate planning can be a stressful process and it is normal to feel overwhelmed. After all, it is difficult to think about the future.  Additionally, there is a lot that goes into estate planning and you will have to consider many different factors. For example, how you would like to divide your assets among your loved ones, if you want to create a power of attorney, who will be assigned what role, and so on. One thing that helps with the process is to be educated and prepared. You will likely feel more at ease when you know what your goals are, and an estate planning attorney can help you execute them. Read on to learn more about your initial consultation with an estate planning attorney and what to expect.

What Should I Bring to my Initial Consultation?

There are some documents you should bring to your initial consultation to make the process easier for both you and your estate planning attorney. These documents may include:

  • Your financial statements (checking, savings, money market, brokerage, pension, IRA, etc.)
  • Your most recent bank, investment, and retirement account statements
  • The deed to your house
  • Your previous estate planning documents, if you have any
  • Prenuptial or postnuptial agreements
  • Divorce agreements
  • Business agreements.
  • Copies of your retirement plan
  • Copies of your life insurance policy
  • Contact information of your doctors
  • Contact information for family members
  • An unofficial list of the people you may want to list as trustees, executors, health care agents, etc.
  • A list of your estate planning goals
  • A list of any questions you have for your estate planning attorney

If you do not have any of these documents, there is no need to worry. The most important thing is to make sure your questions are answered and you and your attorney come up with the best plan for you and your loved ones.

If you are ready to begin the estate planning process, contact our firm today. We understand the difficulties of estate planning and we are here to make the process as smooth and easy as possible. We can create a custom estate plan that suits your needs. Do not hesitate to reach out if you have any questions or concerns about your initial consultation, or the estate planning process in general.

Contact our Firm

Working with an experienced estate planning attorney, such as Jaci Feldman of the Woodland Hills, California, Law Offices of Yacoba Ann Feldman, will ensure that you are taken care of when you need it most. Do not delay. Estate planning is a more urgent matter than you may think. You never know what the future holds. Contact The Law Offices of Yacoba Ann Feldman to schedule a consultation today.

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