![]() ![]() Keep in mind that your lawyer will be relying on the information you provide in your financial planning and estate planning – if that information is inaccurate or incomplete, their recommendations (and your documents) may not be appropriate. In addition, taking time at home to fill out all of the financial data requested (instead of doing it off the top of your head as part of a 1-hour meeting) will help ensure that nothing is missed. It is designed to make the most efficient use of your time with your estate planning lawyer (and your money), so don’t waste it having them fill out the names of your family members, addresses and contact numbers. The purpose of that questionnaire is to provide a general understanding of your family and financial situation to your attorney so that they can best advise you on your estate planning needs. When you schedule your initial estate planning appointment, your attorney will send you a confidential estate planning questionnaire (see our estate planning questionnaires in pdf format for single and married couples). Here are the next steps you can take to make the rest of the estate planning process as smooth, quick, and painless as possible: Fill out your attorney’s intake questionnaire ![]() Acknowledging that it is time to get your affairs in order is the first step, calling an estate planning attorney to prepare your documents is the second. Adequate preparation for your first estate planning appointment will help ensure that your attorney prepares the best estate plan for you in the shortest period of time.įacing your own mortality is not an easy thing to do, and getting ready for your first estate planning appointment requires that you do just that. ![]()
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