Closing Thoughts: Preparing For Your Initial Consultation

Your Initial Consultation

During the initial consultation you have with an estate planning attorney, they will likely ask for detailed information about your heirs and assets. This includes:

• A list of all your heirs and beneficiaries.
• A list of all your assets, including real estate, investments, bank accounts, and personal property.
• Your wishes regarding the distribution of your assets and any specific bequests.
• Information on who you would like to appoint as executor, guardian for minor children, or trustee.

Bringing the following documents will go far to ensure a productive initial consultation:

• A list of beneficiaries and desired executors.
• Financial records detailing all assets.
• Any relevant legal documents, such as prenuptial agreements, divorce settlements, or existing wills or trusts.
• Insurance policies, deeds to real estate, and any business ownership documents.

What Sets Legal Advantage Group Apart

Our firm stands out because we prioritize direct interaction between clients and attorneys, not paralegals or assistants. We focus on creating personalized estate plans tailored to each client’s unique circumstances and needs. Unlike firms that offer standard, cookie-cutter documents, we craft individualized solutions that reflect your specific goals and situation.

For more information on Closing Thoughts, a free initial consultation is your next best step. Get the information and legal answers you are seeking by calling (405) 449-5777 today.