Ok, here is a question that many prospective clients ask when they call our office to schedule a meeting. Before I meet with a client, I like to have a general understanding of what their estate consists of so that I can make a list of questions. I also like to make a list of recommendations to discuss, or questions for me to research if necessary, and also some red flags that may need to be addressed.
Your estate consists of your family and your assets. Estate planning attorneys need to understand the family dynamics. Do you have children? What are their ages? Do they get along? Does anyone have special needs or concerns we need to talk about (divorce, health concerns, etc.).
We also need to understand what type of assets you have. Here are a few reasons why we ask for a list of assets:
Providing a list of your assets with ownership, values, and beneficiary designations to your estate planning attorney prior to your consult makes the meeting much more efficient. The attorney will be able to fully focus on your goals and concerns, and they won’t be mulling over the options for each of your assets as you discuss them. Whether you decide to hire the attorney or not, they are bound by the ethical laws to protect any information provided to them, even if you do not move forward with that attorney for your estate plan. Therefore, if you aren’t ready to share prior to the meeting, you may not be ready to get your plan done. We are here to help when you are ready to get your Will and Trust DONE!
Copyright © 2023 Ladimer Law Office PC
209 West Central Street
Natick, MA 01760
Ladimer Law specializes in estate planning. We protect our clients, their heirs, and their assets by listening closely, knowing the law, and executing estate plans that fit and evolve.