What information do you need from me to get started?

One of the primary benefits of working with an estate planning attorney is that they’ll guide you through the process from beginning to end. Even if you don’t know anything about estate planning, your attorney will step in to assist you.

However, it always helps to come as prepared as possible, so ask your attorney upfront what type of information they need from you. This can help streamline the process.

Can you explain the different types of estate planning tools?

There’s more than one way to approach estate planning and it’s best that you have a full understanding of all your options.

Ask your attorney to explain wills, trusts, powers of attorney, living wills, and more. As you gain knowledge, you can determine what direction to take.

I have done some estate planning in the past. Can you review it to see what does and doesn’t work?

Even if you’re creating your first estate plan, it doesn’t mean you haven’t taken any similar steps in the past.

For example, maybe you did some DIY estate planning online. You assume that everything is in order, but have concerns about the potential for mistakes.

If you have done anything related to estate planning in the past, review it with your attorney before you do anything else. They need to know what you have in place, as this will dictate your path forward. Should you hide this information, you could end up with duplicate estate planning documents. And if that happens, it can cause great confusion in the future.

For assistance with all things related to creating a comprehensive estate plan, visit the website for The Law Office of Michael Robinson, P.C. at https://www.mrobinsonlaw.com/ or by calling our office at (585) 374-5210.