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Be Prepared for Your Estate Planning Consultation

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During the estate planning process, your estate planning attorney will ask you to answer questions and you, in turn, will have many questions of your own.  This line of communication is important in the designing, drafting, and implementation of your estate plan.

Just like a medical doctor needs to know your background and symptoms, your attorney needs to know your background and legal “symptoms.”  The more information you provide, the better your estate plan will fit your needs.

Here is a list of things your estate planning attorney needs to know:

  • Name and nickname; previous names used
  • Address, telephone, email, and any other contact information
  • Your marital status and whether you’ve been married previously
  • Whether you have children, including step-children and/or adopted children
  • The size of your estate and what individual assets you own
  • Whether you have other estate planning documents or prenuptial/postnuptial agreements
  • Whether you own a business
  • Whether you have any health concerns
  • The names of trusted helpers (executors, guardians, power of attorney agents, and trustees)
  • The names of beneficiaries
  • Your estate planning goals
  • Whether you regularly gift assets and have used any of your unified credit amount
  • Whether you have specific special assets that you would like to give to specific beneficiaries
  • Whether you would like to give gifts to beneficiaries in asset protection trusts, as opposed to outright

If you have questions about these estate planning questions, consult with a qualified estate planning attorney.

Sinclair Prosser Gasior
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