Helpful Tips For Meeting With An Estate Planning Lawyer

17 July 2020
 Categories: Law, Blog


As you might realize, it is important to meet with an estate planning lawyer. Then, you can plan and prepare for what will happen in the future. Although you might understand the importance of meeting with one of these attorneys, however, it might be something that you have been putting off, so it might not be something that you are really used to doing. This means that you might not really know what to expect or do during the meeting, but you will probably find these helpful tips for meeting with an estate planning lawyer to be pretty helpful.

Schedule an Appointment With the Right Lawyer

First of all, make sure that you have scheduled an appointment with the right lawyer. Since you will be handling serious matters when you meet with an attorney, you'll want to make sure that you are meeting with someone who is competent and helpful. You might also be concerned about how much it will cost to work with an estate planning attorney. Consider calling a few law offices and doing your research about a few different attorneys before making your decision. Then, you can make sure that you are meeting with an estate planning attorney who you can count on when it comes to estate planning and other similar matters.

Bring the Right Documents and Paperwork

You can make things a whole lot easier when meeting with an estate planning lawyer if you bring the right documents and paperwork with you to your first meeting. Consider bringing along documentation for the bank accounts that you have, the property that you own, and more. You will also want to bring along information about any beneficiaries who you want to designate for your estate. If you have done any previous estate planning in the past, you should bring along any documents and paperwork that you have that relate to the plans that are already in place.

Talk Honestly With Your Estate Planning Lawyer

It is important to talk honestly with your estate planning lawyer about what you own and what you want to happen to you and your possessions and money when you get old and when you pass away. If you are honest with your attorney about these things, they will have a better chance of handling your estate planning in the best way possible.

Realize That This Might Not Be Your Last Meeting

When you go in to meet with an estate planning lawyer, you might assume that this will be your first and final meeting. If your situation is fairly simple, such as if you don't own a lot of property, then your attorney might be able to help you in just one meeting. In many cases, though, follow-up meetings are required. Plus, you'll need to contact your attorney if your situation changes, such as if you buy or sell some of your property at some point or another. Contact Arndt Buswell & Thorn SC for more.