All of us attorneys here at Epilawg regularly talk with prospective clients in person, on the phone, and by email to educate and answer questions about estate planning. Regardless of the person, their family, the size of their estate or a variety of other unique characteristics, nearly all prospective clients have the same initial question: what do I need to do or bring to the first meeting to discuss an estate plan?
The short, simple answer: nothing. Just yourself (and spouse – if you would like to do your estate plan together).
Of course, if we can, attorneys would like to see and know:
- Any other previous/current estate plan documents – no matter how outdated or incorrect
- A general idea of how you would like to divide up your estate upon your death
- For parents with minor children, a good idea about who might be a good guardian for your children
- Some type of net worth statement that discloses your assets and each asset’s value
Also, you should come prepared to discuss:
- The nature and value of your assets
- Your wishes upon your death
- The persons you want in various roles
- Your family dynamics – for example: disabled children, tension between relatives
Most estate planning attorneys have a questionnaire that they can provide to you to complete prior to an initial meeting that will help gather this information, as well as get you thinking about decisions you will need to make and questions that you will want to ask during your meeting. Keep in mind that many attorneys do not require a questionnaire be completed in full prior to a first meeting. And remember, all information you disclose – whether in writing or verbally – will be kept confidential between you and the attorney.
Given all of this information, do not hesitate to contact an estate planning attorney in your area to learn the particular process for preparing your estate plan.
