What to Bring to Your Initial Consultation With an Estate Planning Attorney

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There are few things more important than creating a comprehensive estate plan. For years, our experienced Maryland estate planning attorneys have helped countless individuals just like you create estate plans that give them and their families peace of mind. As you know, the first part of creating your estate plan is attending your first meeting with us. This is why below, our firm has created a comprehensive list regarding how you can prepare with your initial meeting with our firm so we can craft your estate plan as efficiently as possible.

What to Bring to Your Initial Consultation:

To start, before you even walk through the door, one of the most important things you can do is write down both your intentions for your estate plan (why you are creating one and what desires you may have for it) as well as a list of questions that you may have for our attorneys. Remember, the point of this initial consultation is to familiarize your attorney with your overall situation, both financially and otherwise. This means you should have a clear idea of who you want to benefit/protect in your estate plan. You should also bring the following to your initial consultation, if possible:

  • Documents regarding any liabilities you may have: While no one wants to think about debt, the truth is, if you have a significant amount of debt, your estate plan may very well revolve around it, at least for the time being. In many cases, we can create trusts to help ensure that, if you pass away, your assets will go to those you love and care about instead of creditors.
  • Documents regarding your assets: You should have a firm understanding of assets in your bank accounts, retirement benefits, car payments, details about your home, and more.
  • Contact information of any other financial advisors you consult with: In many cases, it can make our job of assessing your financial situation and determining the best options forward when crafting your estate plan.

Finally, though it would be best to come prepared, the truth is, even if you do not have a clear idea of what you want your estate plan to look like, it is never too soon to begin planning. Our firm is here to help you today–all you have to do is pick up the phone and give us a call.

Contact our experienced Maryland firm

The attorneys at JD Katz have years of experience compassionately guiding clients in Maryland through the estate planning and administration process. Our firm also has experience with matters of elder law, business law, tax law, and litigation. For a legal team that will put your needs first, contact JD Katz today.