Many people are surprised by how much of an estate planning consultation is simply a conversation.
Before we prepare any documents, we spend time getting to know the person sitting across from us.
Every family is different, and every estate plan should reflect that.
Some of the questions we commonly discuss include:
Who are the people you want to protect?
Understanding your family helps us recommend the planning strategies that best fit your goals.
What assets do you own?
Real estate, investment accounts, businesses, and retirement assets all play an important role in creating a coordinated plan.
Who would you trust to make decisions if you could not?
Selecting a successor trustee and agents under your powers of attorney is one of the most important parts of the planning process.
Have there been any major life changes?
Marriage, retirement, grandchildren, inheritances, or changes in financial circumstances often affect estate planning decisions.
What concerns brought you here today?
For some clients, it is probate. For others, it is protecting family members or simply gaining peace of mind. Understanding those concerns helps us create a plan that reflects your priorities.
No two consultations are exactly alike.
The conversation simply gives us the foundation to build an estate plan that fits your life.
FAQs
What questions should I expect during my consultation?
Most discussions focus on your family, assets, goals, and the people you trust.
Do I need to know all the answers before my meeting?
No. Part of our role is helping you work through these decisions.
How should I prepare?
A general understanding of your assets and family situation is usually enough to begin.
Will my estate plan be customized?
Yes. Every plan is prepared to reflect your individual circumstances.