If you are beginning the estate planning process, it is easy to feel daunted. It can be difficult to think about the future, let alone plan for it. As a result, it is important to work with the right attorney. An empathetic attorney can walk you through the process every step of the way, answer all your questions, and put your mind at ease. When you begin working with an estate planning attorney, you will have an initial consultation. This is a meeting, and the goal is to familiarize your attorney with your situation. When your estate planning attorney understands your unique situation, he or she can help you create a cohesive and comprehensive estate plan. Read on to learn more about what you can expect from an initial consultation.
What Documents Should I Bring?
The best way to familiarize your attorney with your situation is by bringing a number of documents. Some of the most important documents include:
- 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
When it comes to estate planning, everyone is at a different stage of life. As a result, some of these documents may not apply to you. If this is the case, don’t stress. Just bring what you have and your attorney will take it from there.
Estate planning can feel overwhelming, but our firm is here to help. Reach out today to speak with an experienced and dedicated attorney. We are here to ensure that you go into the future feeling secure.
Contact our Firm
Sometimes, divorce, family, and estate matters are difficult to navigate. Fortunately, they do not have to be with the assistance of a compassionate, knowledgeable attorney who is willing to guide you every step of the way. If you need a seasoned firm to help you with any divorce, family or estate-related matter, please do not hesitate to contact Collis, Griffor & Hendra today to schedule a consultation.