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How Should I Prepare for Meeting an Estate Planning Attorney?

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If you have made the decision to begin estate planning, you may be unsure of what to expect when meeting with an estate planning attorney for a consultation. The consultation can help you get to know the attorney and review your estate planning goals and priorities, which can ultimately help guide how your estate will be organized. Our estate planning attorneys at Embry Family Law P.C. share how you can prepare for your consultation.

Creating a List Of Your Top Priorities

While you may be unsure of what exactly you wish to do to protect your estate, you may have an idea of what you wish to protect. You can start preparing by writing down a list of the top priorities you wish to address in your estate plan.

Items included in this list often involve:

  • Any children you may have and planning for guardianship,
  • Direct beneficiaries, including your spouse, children, or other immediate relatives you wish to provide for,
  • Any assets you wish to protect, including real estate, investments, savings accounts, and other assets of high value or importance, and
  • Any concerns you would like to address during your consultation.

You may wish to bring this list to your consultation so you can discuss these matters with the attorney at your consultation. Having a paper or electronic copy of your priorities can help you keep them front of mind when talking about your estate planning priorities and planning how you will organize and protect your estate.

Preparing Goals for Estate Planning

When preparing for your consultation and listing your priorities, you should also consider if you have any goals for your estate planning journey. You may want to create goals to measure your progress during the estate planning process, such as establishing guardianship for your children in your first few meetings.

If you have created any goals for your estate planning process, it is important to share them at your consultation or at another meeting with your estate planning attorney so they can understand where you are focusing your efforts and adjust their strategies accordingly.

Drafting Ideas for Your Legacy

You may also have individual ideas on how you wish to leave your estate. Do you want to donate a portion of your assets to a nonprofit organization, educational institution, or charity of your choice? Do you desire to set up a trust for your children and grandchildren’s education or medical needs? By considering these questions and brainstorming ideas for your legacy, you can start to understand what you may be able to do with your assets following your passing.

Schedule a Consultation Today!

At your consultation, you will begin the process of organizing and planning how you wish to protect your legacy and provide for your family after your passing. Our estate planning attorneys at Embry Family Law P.C. are here to help you understand how you can begin this process and the path ahead.

Do you wish to begin the estate planning process? Schedule a consultation with one of our estate planning attorneys today by calling (619) 485-6476 to get started with protecting your legacy.