Heritage Elder Law and Estate Planning offers appointments in-person at one of our six offices, virtually or over-the-phone for the convenience of our clients.

Please mail all information to our Butler address.

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

If you are ready to create your estate plan, you are most likely wondering what you should bring to your initial consultation with your attorney. This is why below, we have created a brief list addressing this question. Read on and reach out to our experienced Pennsylvania estate planning attorneys to learn more about what to bring to your initial consultation with our firm.

What You Should Bring to Your Initial Consultation

The first thing you should do is create a list of all your intentions for your estate plan. This does not have to be a complicated, in-depth list, and it certainly does not have to be full of legal jargon. However, it can be incredibly helpful to list who you would want your assets distributed to, who you would want to put in charge of managing your finances/making medical decisions on your behalf if you are unable to, and more. Writing out each of your goals for your estate plan can help the process move along as efficiently as possible. You should also bring a list of any questions you may have for your attorney so we can ensure that we address each of your concerns before you walk out the door. You should also bring the following information:

  • Information regarding which assets you own: Bring bank statements, your yearly income, and any other information regarding your assets. Bringing this information can ensure that all of your assets are accounted for in your estate plan.
  • Information regarding any debts or liabilities you may have: Of course, debt is not something anyone wants to think about, however, by considering this debt when you create your estate plan, you may end up saving your family greatly in the long run. In certain cases, we can place certain assets in trusts so that when you pass away, if you still have this debt, your assets will go to your loved ones instead of creditors.
  • The contact info of any other financial advisors you’ve spoken with: Estate planning is a comprehensive process, and providing us with this information can help us coordinate with other financial advisors to ensure we are all on the same page.
  • Any other information your attorney determines would be helpful for you to bring.

If you have any additional questions or you are ready to get started, give us a call today. We are ready to help.


Whether you are dealing with matters involving estate planning, estate administration, or elder law, you need a legal team that you can feel confident will represent your best interests, every step of the way. We are that legal team. Contact Heritage Elder Law & Estate Planning today so we can get started.


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.

Learn More

Elder Law, Medicaid Planning & Asset Protection

Everybody’s life is full of both expected and unexpected challenges. With our experience with elder law issues, we can help you enjoy the later years and retain full control over decisions that directly impact you. The attorneys at Heritage Elder Law & Estate Planning view every challenge as an opportunity. We can help you or your loved one today.

Read Our Recent Blog Posts