Preparing for Your Meeting

Preparing for Your Initial Estate Planning Meeting

We will request any information we need from you during your initial appointment. Therefore, we do not require that you bring any documentation with you to your initial appointment. You may, however, be considering what your goals are for your estate plan. For example, your goal may be to provide for the raising of minor children, including naming the individuals(s) responsible for raising minor children and guidelines for distribution of money to children. Or, your goal may be to provide for charitable planning, money for grandchildren's education, etc. You may also consider, prior to your appointment, who you would want to make health care and financial decisions for you in the event you are unable to make decisions for yourself. Obviously, if you have any questions prior to your appointment, please do not hesitate to contact any of our staff and we will be happy to assist you.