If you are considering estate planning, it can be quite overwhelming, but a good start when you meet with a lawyer can make the process run smoothly. Estate help is exactly what it implies – formulating a strategy so that the desires of the deceased are understood and followed. Here’s how to prepare for this crucial initial consultation:

    What Data Should I Collect Before the Interview?

    • Family: Create a list of your spouse/ partner, children, and any other close relatives. Think about who you would like to leave your property to and who may require special provisions, such as minor children or disabled dependents.
    • Assets and Liabilities: Develop an adequate perception of your financial position. This encompasses checking and savings accounts, investments, assets such as houses and cars, pensions, and any liabilities you have. Based on the current data, try to evaluate the approximate value of each asset.
    • Existing Documents: Have you written a will, a trust, a power of attorney or any health directives? If so, it is important to carry photocopies to enable the lawyer to glance through them.
    • Beneficiary Designations: Update any policies with beneficiaries related to retirement accounts, life insurance policies, as well as bank POD accounts.

    What Questions Should I Ask the Lawyer?

    • Fees and Costs: Find out if the lawyer charges hourly or per case, or whether he/she has a fixed fee that can be discussed in detail. If any extra expenses are incurred in writing the documentation or legal papers, they must be described here.
    • The Estate Planning Process: Understand more about the process of establishing your estate plans. How many meetings will be held? The following are typical timelines:
    • Estate Planning Options: Explain various legal instruments that are allowed in estate planning including wills, trusts, powers of attorney, and health care directives. Subsequently, realize how each option suits your exact requirements and objectives.
    • Tax Implications: This means that clients should be asked about the tax impacts of various approaches to estate planning.


    Estate planning may sound scary for many but with some preparations coupled with good communication with the lawyer involved, the process would not be a daunting one. Thus, by taking charge and designing your plan of how your assets should be distributed after your passing, you can take full control of your life and death.