At your first estate planning meeting, an attorney will learn about your family, assets, priorities, and concerns; review any existing documents; and explain recommended next steps and their costs. You do not need to have every answer before you arrive. The meeting is an opportunity to ask questions and understand your options.
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What Will the Estate Planning Attorney Ask You?
Your attorney will discuss who matters most to you, what you own, and what you want to happen if you become unable to make decisions or after your death. You may be asked:
- Who should inherit your property, and whether you want to name alternate beneficiaries.
- Who you trust to manage your finances and carry out your instructions.
- Who should make medical decisions if you cannot communicate your wishes.
- Whether you want extra safeguards for a spouse, children, grandchildren, or other beneficiaries.
- Whether you already have a will, living trust, or powers of attorney.
What Should You Bring to Your First Estate Planning Appointment?
Complete the firm's pre-meeting questionnaire as thoroughly as you reasonably can, and bring the documents it requests. Helpful items may include existing wills and trusts, powers of attorney, a general list of assets and debts, and information about how major accounts or properties are titled. You generally do not need every statement or an exact valuation to begin the conversation; follow the instructions you receive from the office.
If you already have an estate plan, bring it even if it is several years old. Your attorney can identify whether its provisions still fit your wishes and circumstances.
Will You Receive Estate Planning Recommendations and Pricing?
Yes. After discussing your situation, the attorney will explain the planning approach being recommended, why it may be appropriate, what the preparation process involves, and what it will cost. You can ask follow-up questions before deciding whether to proceed.
Do You Have to Decide Everything at the First Meeting?
No. It is normal to be uncertain about whom to appoint as a trustee or agent, or how to balance the needs of different family members. Understanding the responsibilities of a successor trustee and the options available for a California living trust may help you make informed choices.
How Can You Prepare for a Productive Meeting?
Think about your goals rather than trying to draft legal solutions yourself. Consider what you want to protect, who could step in during an emergency, and whether a beneficiary may need continued financial support or protection. Write down questions you want answered.
Ready to discuss your options? Contact the Law Firm of Kavesh, Minor & Otis to learn about scheduling an initial estate planning meeting in Torrance, California.
