Experienced Estate Planning Attorneys Helping You Protect Your Legacy

Do you want to create a will or living trust but haven’t gotten around to it? Our simple and convenient process will give you the peace of mind of knowing that you finally have your affairs in order. Planning your estate involves difficult decisions about private matters related to the disbursement of property and assets. Our estate planning attorneys will work closely with you to develop an estate plan that will address your concerns.

How To Prepare For An Estate Planning Consultation

There are a few simple steps that you should take before you meet with an attorney to ensure that you are fully prepared for the meeting. Below are our suggestions for what you should do prior to speaking with an attorney.

Gather Your Financial Documents

When you are looking for estate planning assistance, you need to be able to give your representative a complete picture of your assets. Items to bring to your consultation include:

• Bank statements
• Life insurance policies
• Investment accounts

If you have other assets that you think would be prudent for your attorney to be aware of, then you should also bring along the documentation for those as well.

Bring Copies Of Any Current Estate Planning Documents

A current or previous will is critical for your attorney to understand what your current situation is and how they can address your concerns.

Chose Executors And Health Care Agents

Make a list of people you trust to manage your estate and handle important health-related decisions. When you are establishing an estate plan, you need to have multiple backups for your executor, your power of attorney and your health care agents in case one of them fails to be available when you need them or is unwilling to perform the work.

Think About How You Want Your Assets To Be Distributed

Consider the people you want to receive your assets when you are gone. Your spouse, children, other members of your family and charitable organizations are all common choices for beneficiaries. Your decisions can have tax implications for how you distribute your assets, which our lawyers can advise you of as they draft your estate plan.

Write Down Any Questions You Might Have For Our Attorneys

Think about any and all questions you have about the process and how you can protect your legacy. The more answers you have, the more confident you will be in your plan.

Call Our Office If You Would Like To Meet With Our Attorneys

If you are ready to seek out our estate planning services so that you can have confidence in your future, then we are ready to help you. Call our office at 724-972-4610 or complete our online contact form and include a brief description of your needs. We offer free consultation services and have a flexible meeting scheduling system, so get in touch with our office today.