If you have decided to work with a NY estate lawyer, preparing to meet with your attorney is important. You want to prepare in advance so you will be ready to make the most of your time during the meeting and so you can get off to a good start on the estate planning process.

A NY estate lawyer can make the estate planning process easy, and can provide you with comprehensive help as you plan ahead to protect your loved ones and your legacy. A good attorney will also ensure that your experience in finding and working with a legal advocate is a seamless one. Your lawyer will give you the information and tools necessary to achieve your goals and will take care of complex legal issues on your behalf.

The Law Office of Michael Robinson, P.C. has extensive experience representing clients during the estate planning process. We also provide legal help to families who have lost loved ones and who are going through the probate process. To find out more about what an experienced NY estate lawyer can do for you, give us a call today.

How to Get Ready to Meet with a NY Estate Lawyer

Getting ready to meet with a NY estate lawyer means thinking about your goals for your relationship with your attorney. The specific things you want to do in order to make the most of your initial meeting are going to vary depending upon what kinds of legal help you are looking for from your attorney. In general, however, some of the different things that you should think about doing include:

Making a list of things you want to accomplish: While your lawyer can help you to define your goals, it is often easier to get started if you have some idea of what you want your attorney to do for you. Think about why you are meeting with an estate lawyer and make a list of the things that you hope your attorney can help you to accomplish.
Making a list of questions you have:A big part of the reason you are working with an attorney is likely to get advice about issues that matter to you. If you have a lot of questions, you want to make certain that you get all of the answers that you are looking for. It can be easy to forget your questions when you are actually meeting with a lawyer, so it is smart to make a list before you go.
Assembling relevant documents: If you are hoping for help with probate, try to bring the deceased person’s last will and testament and other documents you have. If you want to protect assets, think about bringing a list of accounts and property. Having this information can help to guide your discussion with your lawyer.

Your attorney can also provide you with advice on whether there are other things you need to do before your first meeting. For example, your lawyer will let you know if there is anything that you should try to bring with you so you can begin working towards making plans and achieving your goals.

Why is Meeting with a NY Estate Lawyer Important?

Meeting with a NY estate lawyer is important so you can find out how to make the best use of NY legal tools aimed at securing your future. An attorney can help you to define what your goals are for building your wealth and keeping it safe. Your lawyer will explain some of the big risks to your assets, like costly nursing home bills, and help you to engage in Medicaid planning so you can qualify for coverage. Your attorney can also provide you with assistance in planning ahead in case of incapacity and in making certain your family is cared for after your death.

Meeting with an estate lawyer is also important if your loved one or friend has passed away and you have been named as executor of the estate or you stand to inherit from the estate. Knowing how to settle an estate in NY can be complicated, but an attorney can offer invaluable assistance throughout the probate process..

Contact a NY Estate Lawyer Today

If you are ready to get the help you need from an experienced NY estate lawyer, The Law Office of Michael Robinson, P.C. is ready to help you. We provide comprehensive estate planning, incapacity planning, and legacy planning assistance. Our goal is to make it easy for you to protect your assets, autonomy, and legacy. Give us a call at (585) 546-1734 or contact us online to find out more about the ways in which an attorney can help you.