Preparing to Visit a Will and Trust Lawyer

Your meeting with your Will and Trust Lawyer is designed to get to know you, your estate planning goals and how best to meet your goals. To make the most of your time with the attorney, you should bring certain documents and be prepared to discuss your key concerns and the estate planning outcome you desire. At a minimum, you should take the time to review the CHECKLIST OF DOCUMENTS AND INFORMATION you should have for your initial meeting. And, if you’d like to be really diligent and prepared for your initial meeting, feel free to complete the ESTATE PLANNING CONFIDENTIAL QUESTIONNAIRE which the attorney will use to guide your initial meeting and gather all of the critical information needed to custom design your estate plan.