Estate planning is one of the most important things you can do for your future and the future of your loved ones. But, like most important decisions, it can be stressful. Knowing what to expect and how to prepare can make the process much easier. One of the first steps of the process is an initial consultation. Read on to learn more about an initial consultation in Michigan.
What can I expect from an initial consultation?
An initial consultation is a meeting with your estate planning attorney. At this meeting, your attorney is trying to get to know you and your situation, in order to help you make the best decisions for your future. At the same time, you must determine whether your attorney is the right fit. As a result, it is important to be open-minded, ask questions, and prepare for the process ahead.
What documents should I bring to an initial consultation?
The best way to familiarize your attorney with your situation is by bringing a number of documents. Some of the most important documents include:
- Your financial statements (checking, savings, money market, brokerage, pension, IRA, etc.)
- Your most recent bank, investment, and retirement account statements
- The deed to your house
- Your previous estate planning documents, if you have any
- Prenuptial or postnuptial agreements
- Divorce agreements
- Business agreements.
- Copies of your retirement plan
- Copies of your life insurance policy
- Contact information of your doctors
- Contact information for family members
- An unofficial list of the people you may want to list as trustees, executors, health care agents, etc.
- A list of your estate planning goals
- A list of any questions you have for your estate planning attorney
Estate planning will ensure that your loved ones are taken care of in the event of your passing. In order to ensure that your wishes are executed properly, you will have to work with a skilled estate planning attorney. Reach out to our firm today to discuss your options. We understand how difficult the process can be and we are here to walk you through it each step of the way.
Contact our Firm
Sometimes, divorce, family, and estate matters are difficult to navigate. Fortunately, they do not have to be with the assistance of a compassionate, knowledgeable attorney who is willing to guide you every step of the way. If you need a seasoned firm to help you with any divorce, family or estate-related matter, please do not hesitate to contact Collis, Griffor & Hendra today to schedule a consultation.
