If you have decided to take the first step and meet with a Houston estate planning attorney, congratulations; you’ve made a great decision that will positively affect your and your families’ long-term futures. Estate planning consultations can be helpful for individuals looking to draft an estate plan, modify an estate plan, or just ask questions about whether they need an estate plan at all. Today, we cover some basics that can help you feel prepared for a consultation with your Houston estate planning attorney. Taking these steps can ensure that your meeting is as efficient and beneficial as possible.
Step 1: Gather Your Documents
Before you attend your consultation, start to gather documents that you might need on your estate planning journey. These could include tax returns, bank account statements, property deeds, divorce decrees or child support orders, and any anything else that speaks to your financial state. It is wise to go ahead and bring these documents to your initial consultation in case your attorney has questions about how and where you keep your assets.
Step 2: Talk to Your Loved Ones
Your estate plan should ideally not be a surprise to your closest family members. If you plan to involve others in the execution of your state plan, as an estate executor or trustee, perhaps, it is better to ask these individuals on the front end if they are willing to serve in this capacity. Communicating early and often about your estate plan is always a good idea.