What to Expect From an Initial Consultation With an Estate Planning Attorney?

Estate planning can be daunting. It is difficult to think about the future, especially difficult aspects of the future, like your end-of-life plans. However, planning ahead is a necessary step to take in order to ensure that both you and your loved ones are cared for. To help make the process less stressful, it is important to work with the right attorney. A skilled estate planning attorney can put your mind at ease, address any questions or concerns you may have, and create a cohesive and comprehensive estate plan. One of the first steps of the process is an initial consultation. This is a brief meeting with an attorney to help him or her learn more about you and your estate planning needs. This is also a good opportunity to ensure that you are working with the right attorney. Read on to learn more about planning for an initial consultation and what you can expect.

What documents should I bring to an initial consultation?

To help familiarize your attorney with your situation, there are a number of documents you should bring. Depending on the situation, it may be beneficial to bring the following information:

  • 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 have any questions or concerns about estate planning in California, we are here to help. Reach out today to discuss your case. We are here to walk you through the process every step of the way.

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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