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Home >> Estate Planning Articles >> Preparing for Your First Estate Planning Consultation

Preparing for Your First Estate Planning Consultation

October 9, 2015 by Robert Kulas.

Preparing for Your First Estate Planning Consultation

 Compliments of Our Law Firm

Written By: The American Academy of Estate Planning Attorneys

You’ve made the decision to focus on your estate plan. It’s an important time and you’re not quite sure what to expect before meeting with an estate planning attorney. Odds are, it’s not nearly as overwhelming as you’re anticipating. There are a few things you can do to ensure you’re well-prepared for your first estate planning consultation.

First things first. Not sure where to start in terms of finding an estate planning advocate? It can seem like a shot in the dark, but there are factors that play a big role in finding the proper representation. While asking neighbors, co-workers and friends for recommendations is always a great place to start, don’t underestimate your own research efforts. One of the best indicators is if an attorney is associated with any organizations, such as the American Academy of Estate Planning Attorneys. Those who are part of a reputable organization must remain in ongoing educational compliance. This is a great place to begin your search.

Any estate planning attorney worth their salt is going to be interested in you, your family and other important elements that define you: your career, your expectations and what you think retirement should look like. You’ll discuss how many children or grandchildren you have, how many marriages you’ve had and other similar details. Next, you’ll discuss with your assets, such as your savings, your employer’s retirement plan and any goals you may have prior to retirement. Be sure to discuss any loved ones who may have special needs or other issues that are important for your attorney to know. Perhaps a trust can put into place important financial protections for that loved one after you’re gone.

Remember, it defeats the purpose to withhold information. Your estate planning attorney is your biggest ally and they will work with the information you provide to create a customized estate plan that accomplishes your goals in ways you didn’t know were possible.

Once you’ve discussed everything of importance, they will then draft the documents needed to complete your estate plan and will also give you an idea of what kind of turnaround time is needed to complete those documents. Once you receive them, you will be requested to closely review them for accuracy. And lastly, once any revisions are made, you’ll sign the legal documents and they will become your collective estate plan.

Remember, ask questions. If you still have questions, ask them again! Their goal is simple: to ensure you are well protected and are not left vulnerable. It’s a goal the two of you share. Leaving the office, you should have a complete understanding of everything you just discussed, the pros and cons of any decisions you need to make and a sense of satisfaction in knowing you’ve just partnered with a legal professional who is on your side and looking out for your best interests.

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I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

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Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

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I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

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Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

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~Krissy L
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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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~Janice M
Client Review
August 25, 2020
    

"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

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Janice M
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

default image
Krissy L.
Client Review
August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

default image
Leo C.
Client Review
August 25, 2020
    

Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

default image
Mildred W.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

default image
Joan C.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

default image
L.G.K.
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