If you are going to meet with a trust and estate planning attorney, it is a good idea to plan in advance what you wish to have happen during this meeting. You want to use your time wisely with your lawyer, get your questions answered, and get on the path towards making an estate plan that works for you and your loved ones.
Parman & Easterday provides help with the estate planning process to many different people in Kansas and Oklahoma. We understand that many of our clients may not have worked with an attorney before, and want to make sure the process of working together on your estate plan is stress free and simple.
We will help you to understand the assistance we provide, and the role you need to play in creating your own estate plans to achieve a secure future. Give us a call today at (405) 843-6100 or (913) 385-9400 or to find out more about the ways in which we help with estate planning needs.
Preparing to Meet with a Trust and Estate Attorney
As you get ready to meet with a trust and estate attorney, there are a few key things you can do to prepare. Your estate planning process is going to be unique to you, so the steps you will need to take are going to vary based on your particular situation. However, some of the general steps you may wish to take include:
- Preparing a list of questions to ask. When you are meeting with an attorney, sometimes you forget what you wanted to ask. Make sure you get all your essential questions answered, so assembling a list of questions in advance is important.
- Thinking about your goals for estate planning. What are you hoping to accomplish when you work with an estate planning attorney? Is your goal to obtain protection for your assets from things like estate tax? Are you trying to make sure you have an incapacity plan in place or that you can pay for a nursing home, or is your goal to find effective ways to give to charity? The more clear you are about what you hope to accomplish, the more productive your meeting with your attorney is going to be.
- Talking with your spouse. Often, estate planning is something you and your spouse will do together. You both should attend the meeting so you can work on financial planning and tax planning in which you both are involved. You want to attend together so you can make joint decisions on things like who will act as an agent or healthcare proxy in case of incapacity. Whether you are attending the meeting together or separately, which is never recommended, you should be on the same page about the planning process.
- Getting your financial information together. You may not need these details at your first meeting with a trust and estate attorney, but eventually you will need to provide information about your property and assets. The goals of estate planning usually include protecting your wealth or determining how your assets will be distributed after death, so you need to clearly identify your assets.
These are just a few key ways in which you can prepare to meet with an experienced legal professional. Your lawyer will then be able to tell you more about how the estate planning process will work and provide you with additional information on the types of paperwork and documentation you will need to get the planning process underway.
Getting Help from an Experienced Trust and Estate Planning Attorney
The estate planning process is a very important one due to the high stakes involved in planning your legacy. You need to be sure your assets are kept safe, especially as you get older and the chances of incapacity or being admitted to a nursing home increase.
You also need to make sure your assets go to the people and the causes you care about, rather than having the default state law who benefits from your legacy. An attorney can be your guide as you make use of the legal tools that allow you to maintain control over your property.
To find out more about the estate planning process and the steps you need to take, join us for a free seminar. You can also give us a call today at (405) 843-6100 or (913) 385-9400 or contact us online to learn more about how we can help with your estate planning needs.
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