What Should I Bring to an Estate Planning Consultation

Sarah Joy Newhouse, Paralegal is here to help you with your estate planning questions

Sarah Joy Newhouse, Paralegal is here to help you with your estate planning questions

So you’ve just scheduled an appointment to meet with an attorney at Morneau Law to go over your Estate Plan.  You may be wondering what you need to do to prepare, and if there is anything you will need to bring with your to your appointment. In some instances, there are certain documents you may bring that will help the attorney understand your needs and what exactly you are looking for in regards to your Estate Plan.  Here at Morneau Law we make it easy to start preparing for your consultation.

One of the first steps in preparing for your consultation is filling out a confidential estate planning intake formThe intake form is sent by our Paralegal either by e-mail, mail or you can find it available for download located under resources on our website. Once you’ve filled out the intake form, it’s helpful if you are able to send the form back prior to the scheduled appointment so the attorney has a full understanding about your estate plan needs.  We have a secure link to upload the intake form online if you would like.

In addition to the intake form, there may be other documents needed for your first appointment.  If you already have estate plan documents in place, it’s recommended those be brought with you the appointment.  The attorney can review those documents and answer any questions you may have about why you should obtain new ones.  Other uncommon documents that are not mandatory but may be brought to an appointment are real estate deeds, business financials, and other personal financials that could be beneficial for the attorney to review in order to best advise which estate planning documents are necessary for you.

Don’t worry if you feel unprepared coming into an estate planning consult.  The attorneys are here to help guide you through the process of getting your estate planning documents in place.  If you have any questions regarding which documents are necessary to bring to the appointment, call us at 943-5647, and we’ll help you feel more prepared before your meeting with the attorney.  If you have not set up a meeting yet, feel free to click here or give us a call.