What to Expect at Your First Estate Planning Attorney Visit

 Posted on November 05, 2021 in Estate Planning

If you are considering meeting with an estate planning attorney for the first time, you might have some questions about what to expect during this appointment. During this first appointment, your attorney will ask a lot of questions meant to get to know you and what your goals are. You will go over what types of property you own, who you may want to leave property to, and perhaps some medical decision-making issues. You may not have all the answers when you first arrive at your new attorney’s office, and that is perfectly fine - your attorney is here to guide you.

What Questions Will My Attorney Ask? 

There are a few areas of your life your attorney is going to ask about, usually starting with your property and family. Some of these questions may be uncomfortable to answer, but remember - this meeting is completely confidential. Your attorney cannot tell anyone else what you discuss in this meeting without your permission. It is important that you are completely open and honest. Here are some things your estate planning attorney is likely to ask about: 

• Your Property - Your attorney will help you take a broad inventory of what you own. He or she will ask about three main categories: your financial property, your personal property, and your real estate property. You may want to bring a list of any significant personal property, such as jewelry or family heirlooms. 
• Your Family - Your lawyer will need to know about the people who would naturally inherit your property if you did not have an estate plan. You will be asked about any biological children you may have. If you have stepchildren, or perhaps a significant other you are not legally married to but treat as a spouse, you will need to tell your lawyer about them.
• Your Intended Beneficiaries - These may include family members, friends, charities, or others. It is largely up to you. If there is a close relative you specifically want to be excluded from your estate plan, you should inform your attorney.
• Your Healthcare Wishes - Estate planning includes the sometimes difficult topic of what your wishes would be should you become incapable of caring for yourself and making decisions later in life. Who would you want to make medical decisions for you? Who would you trust to manage your finances? What kind of care would you want if you were terminally ill? 
• Your Previous Estate Planning - Your attorney will need to know if you have ever done any type of estate planning before, such as by drafting a will, putting a “transfer on death” note on your vehicle, or making a healthcare power of attorney.

Contact a Kane County Estate Planning Attorney Today

When you are ready to begin planning your estate, Loire Krajniak Law, LLC is ready to help. With more than ten years of legal experience, Geneva estate planning lawyer Reese Krajniak is prepared to address all your estate planning needs. Call 630-448-2406 today to schedule a free and confidential consultation.

Sources: 

https://www.investopedia.com/articles/retirement/10/estate-planning-checklist.asp

https://www.nerdwallet.com/article/investing/estate-planning