When it’s time to start preparing yourself and your family members for the future, it can become a little overwhelming at times. There are plenty of documents, discussions, and difficult conversations that occur while you’re planning your estate – so it’s only natural to prepare yourself accordingly. Prior to meeting with your estate planning attorney, take the time to outline and discuss what matters most to you and your family, in terms of settling your estate. You can rest easier knowing you’re fully prepared for the future!
Before you meet with a trust and estate planning attorney, it’s extra helpful to have all of the necessary documents, accounts, and financial arrangements on hand for your initial meeting. With the right documentation in hand, your estate planning lawyer will be able to start preparing your estate planning documents sooner rather than later, thus speeding up the overall process. Plus, it will make those hard to discuss subjects a little easier to navigate if you’ve already looked through them with your family. During your first meeting, be sure to bring the following documents if they pertain to you:
With all these documents and information, your estate planning attorney will be able to focus on asking you all the right questions, settling your affairs, and you won’t face the additional stress of feeling unprepared for your meeting.
However, if you don’t have the documents, or you know that gathering them is going to take too long, don’t delay – go ahead and set up an initial consultation with our firm and we can help you get started!
Estate planning can be difficult at times. Talking about important life milestones, and what’s going to happen once you’re gone, is difficult for a lot of families. However, before you go and talk to your local estate planning attorney, it’s ideal to discuss the following with your spouse or family:
While these subjects aren’t easy to navigate it, asking yourself and your spouse these difficult questions ahead of time is going to make it easier for both of you in the long run. If you need help discussing these subjects, contact a local will and estate planning lawyer near you for tips like Apple Payne Law -we’ll be able to help you navigate those tough conversations.
While every estate plan is unique, there are several potential documents that could be apart of your estate plan. Prior to going into your estate planning meeting, consider which documents are essential to you and your family, and discuss them accordingly.
While all five or more of these documents are important, it’s up to you and your spouse to decide which ones are more important for you and your family. For some, certain documents might take more precedence than others, or you could be worried about how much estate planning costs. Just be sure to discuss exactly what you need with your spouse, so you can go in confidently when you meet with your estate planning attorney. Luckily, estate planning can be more affordable than you think, so be sure to consider all of your options before you limit your estate plan.
If you’re searching estate planning attorney near you, who can help you tackle these difficult documents, contact one of the local estate attorneys at Apple Payne Law. Our team specializes in a variety of estate planning services and packages – our primary goal is to provide you and your family with the peace of mind you’ve been looking for.
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