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What Do I Need To Bring To My First Meeting With An Estate Planning Lawyer?

What Do I Need to Bring to My First Meeting with an Estate Planning Lawyer?


Death is a sensitive topic. It is a challenging subject to bring up and an even more difficult topic to talk about on an intimate level. However, discussions about what you want to happen after you pass away are vital. The decisions you face today can protect your family down the road.

When you decide it’s time to plan for you and your family, the next step is talking to an experienced estate planning attorney. The legal team at Taylor, Taylor & Taylor, Inc. wants you to walk in prepared for your first meeting with a lawyer. Being prepared takes some of the anxiety out of the process. We want to outline what you need to bring to your first meeting with an estate planning attorney.

What Do I Bring?

You may be nervous about meeting with an estate planning attorney for the first time. This feeling is normal. It can be uncomfortable talking to a stranger about private matters. However, an estate planning attorney should be a compassionate advocate, someone who can help you plan for your future and your family’s future while keeping your best interests in mind.

To make you more comfortable and help your meeting progress as efficiently as possible, here are the things you should bring to your initial consultation:

  • A list of your assets – Bring a list of your assets and their approximate value. Assets include your home, property, and tangible personal property like antiques, cars, collectibles, and jewelry.
  • A method for taking notes – Whether you prefer to use electronics like a laptop or keep things simple with a pen and paper, bring something to take notes with during your meeting. A lot of information is exchanged, even in an initial meeting. Taking notes can help you keep track of crucial points and information.
  • A written list of questions or concerns – Talking to an attorney for the first time can be nerve-wracking. You may have a laundry list of questions you want to discuss, and the moment you sit down, they will inevitably fly out of your head. Before you meet with an estate planning attorney, write down the crucial points and questions you want to ask during your consultation.
  • A list of family Information – If there are individuals you want to include in your estate plan, bring a list of those individuals’ names, ages, and contact information.

One final document you may wish to consider writing out before your meeting with an estate planning attorney is a list of your estate planning goals. What do you hope to accomplish with your estate plan? Who do you want to receive your property, and who do you trust to fulfill your final wishes? These are vital factors to consider, and a knowledgeable estate planning attorney can help you flesh out what those goals will ultimately look like on paper.

Contact a Skilled Virginia Estate Planning Lawyer Today

Are you ready to take control of your future? Contact an experienced Glen Allen, Virginia, estate planning lawyer with Taylor, Taylor & Taylor, Inc. Our legal team is committed to helping you achieve the results you want and the peace of mind you deserve. Call 804-266-9619 today.


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