A common misconception about estate planning is that it is only something you need to do later in life. This is certainly not the case. In fact, when it comes to estate planning, the early you begin the process, the better. When it comes to estate planning, one of the first steps of the process will be an initial consultation. Read on to learn more about what to expect from an initial consultation with a Michigan estate planning attorney.
What is an initial consultation?
An initial consultation is a meeting with your estate planning attorney. The purpose of this meeting is to familiarize your attorney with your circumstances and your specific estate planning needs. Additionally, this is an opportunity to make sure you feel comfortable working with this attorney. An estate planning attorney should be able to put your mind at ease and answer questions and concerns that may arise.
What documents should I bring?
When it comes to an initial consultation, it is best to be prepared. Coming to the meeting with documents in hand can help your attorney better understand your needs. As a result, you may want to bring the following documents:
- 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
If you are interested in beginning the estate planning process, our firm is here to help. Reach out today to schedule an initial consultation. We will walk you through the process every step of the way and help you secure your future with a thorough and comprehensive estate plan.
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.