Before You Meet With an Estate Planning Attorney

Meeting with an estate planning attorney can feel overwhelming—especially when you do not know what information to gather, what questions you will be asked, or which details may affect your plan.

I created this guide to help you enter the process informed, organized, and prepared. It will help you make better use of your initial consultation and complete your confidential client questionnaire without overlooking important information.

What’s Inside:

• What to prepare before your initial consultation.

• Questions your attorney may ask—and thoughtful questions to ask before retaining one.

• Important family, financial, and personal details you should not omit.

• Guidance for choosing guardians, trustees, and other decision-makers.

• Worksheets for organizing your family information, assets, beneficiaries, and fiduciaries.

• A final checklist to prepare for your plan-design meeting.