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What should I do to prepare for seeing an estate attorney?

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What should I do to prepare for seeing an estate attorney?

Question: What should I do to prepare for seeing an estate attorney?

Answer: If you are going to prepare to see an estate planning attorney I would highly recommend that you bring a summary of all of your assets, your debts, your income, sources of your income, as well as documentation of your life insurance, retirement plans, so that the estate planning attorney can get a total picture of your financial situation and try to identify whether there is a need under the will to make special provisions for your family members to transfer assets to your heirs upon your death.


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