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Heritage Tree LogoWhat Should I Bring to My Initial Consultation with an Estate Planning Attorney?

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It is never too early to schedule your initial consultation with an estate planning attorney. But first, you must ensure that you prepare the right documents so that an attorney can best serve you. Though, collecting such paperwork should not deter you from the consultation. Continue reading to learn what you should bring to your initial consultation with one of the experienced Butler County estate planning & probate attorneys at Heritage Elder Law & Estate Planning, LLC.

What should I prepare for my initial consultation with an estate planning attorney?

Understandably so, you may feel uneasy before walking to your initial consultation. This is because you may be anticipating conversations surrounding your death, which may be difficult to discuss or even comprehend. However, preparing the right documents may bring you more peace of mind.

For one, it may be helpful to make a list of beneficiaries you wish to designate in your estate plan. To take it a step further, you may add what assets you wish for each of your beneficiaries to inherit. You may feel better knowing that you are making an effort in ensuring that your loved ones are taken care of when you are no longer around.

Secondly, it may be in your best interest to make a list of executors you wish to designate in your estate plan. That is, your executors will ensure that your estate is handled properly if you lose the mental capacity to do so or if you have passed on. You may feel comforted knowing that you have loved ones whom you trust to support you in your time of need.

What else should I bring?

Evidently so, no single estate plan looks like another. Your plan will be based on the distinctive life events that you have experienced thus far. And so, unique documents that you may have to bring to your initial consultation include the following:

  • Your deeds to your real estate that need to be put in your trust.
  • Your most recent bank account statements and investment account statements that need to be put in your trust.
  • Any certificate of a trademark, patent, or copyright registration that needs to be assigned through the United States Patent and Trademark Office.
  • Any business agreement that has clauses surrounding the distribution of your stake upon death.
  • Any prenuptial agreement, divorce agreement, or other important contract that has clauses your estate plan must adhere to.
  • A list of questions you want to ask your estate planning attorney.

You must remember that there is a countdown for when you can establish your estate plan. So do not wait too long before contacting one of the skilled Butler County estate planning attorneys from Heritage Elder Law & Estate Planning, LLC.

Estate Planning & Probate

Whether you’re looking to secure your family’s future, protect a loved one’s assets or provide a loved one with the financial assistance he or she needs to afford long-term care, we are committed to serving your needs. We consistently offer creative and effective solutions to your most complex and sensitive estate planning needs and help your wishes come to fruition through our probate service.

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