Estate Planning Attorney: Preparing for a Meeting

You don't technically need to do anything to prepare for a meeting with an estate planning attorney. Just having taken the step to set up a meeting is more than many people take, and you should be satisfied and confident in your decision to move forward with responsible financial progress. While you can think through precise decisions with your lawyer, here are some things you may want to discuss previous to your meeting.


If you have kids under the age of 18, one of the first things you need to think about is who act as their guardian should you will be unable to. Think about who will take care of your kids before meeting with your estate planning attorney, as this is one decision he'll be unable to help you with. If you want to get more knowledge about estate planning then you can also browse


If you were ever to reach the point where you couldn't handle your own finances, which would you want to be put in charge of them. Some feel comfortable entrusting financial control to an estate planning attorney or another professional in the field.

Your Heirs

What will become of your money, assets, and property after you've died?  For those who have none of these things, it is of little concern. But if you have savings and ownership of property, you need to consider who will receive it should you pass away. This is something you can discuss with an estate planning attorney, but it is a decision you'll ultimately have to make on your own.

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