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What to Bring to Your First Estate Planning Lawyer Meeting

April 13, 2021

So you just set up a time to meet with an estate planning lawyer- now what? What do you need to think about in advance or prepare to bring with you to that first meeting?

The important thing is that you’ve already taken the step to meet with a professional about how to align your estate planning goals with available strategies.

In your first meeting, prepare to bring a rough list of your assets and accounts that you have. This means that you can then discuss what should be part of your overall estate plan.

If you have other documents, such as beneficiary forms, wills, trusts, or other planning tools you created in the past, bring these as well. Whether you decide to revoke those previous creations and instead create new documents in line with your current plans.

If you have information on other items in your taxable estate that do not include account statements, such as vehicles or jewelry, you might want to list these out and also bring with you any papers on appraisals already accomplished by you. This is especially important if you believe that your estate might be close to the federal taxable limit and you want to be clear about whether or not you need advanced planning tools.

When you meet with your estate planning lawyer, you want to know that you have considered all the broad issues together and have a plan that meets your needs now and can also evolve over time to adjust to your life changes.

Another thing to bring with you to your first meeting is a list of questions you have for your lawyer. During your initial consultation, you can make the decision about whether or not this is the right fit for you to work with this lawyer. Bring a notebook to keep track of your answers to these important questions.


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Schedule your free Exploratory phone call

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can be of assistance.

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listings and become a part of an amazing team.

Our Social Media

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Recent Posts
Catch-Up Contributions

A recent survey found that 18% of workers are very confident about having enough money ...

The post Catch-Up Contributions first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Disability and Your Finances

The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...

The post Disability and Your Finances first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
US Companies Are The Innovation Leaders

We watch many economic trends and business issues evolve as a financial professional. The rapid ...

The post US Companies Are The Innovation Leaders first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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