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What do I Need to Know About Meeting With a New York Estate Planning Attorney?

What do I Need to Know About Meeting With a New York Estate Planning Attorney?

As you continue to acquire certain assets throughout your life, it is important for you to have an estate plan. This ensures there is a plan in place for them in the event of your death. When you are creating or even modifying an estate plan, it can be beneficial to retain the services of an experienced New York estate planning attorney for assistance. Continue reading below to learn more about what to expect during the first meeting with an attorney. 

Should I Create an Estate Plan Myself?

Anyone can create an estate plan on their own and it is not necessary to have an attorney do so for you. Having any kind of plan in place is better than nothing at all, as it provides at least some guidance to your wishes. While this is true, it is better to have an attorney’s help. This is because no estate plan is the same as another, and an attorney can help you create a plan that is best for you and has everything you need. 

Does My Spouse Need to Come to the Meeting With Me?

Spouses are not required to attend a meeting with their estate planning attorney together. However, it can be very helpful. While spouses often have the same wishes for how they want to provide for their family and leave behind to loved ones, there are instances in which there are some separate goals as well. It is because of this that it is best for both you and your spouse to attend the meeting so you can properly represent yourselves and your wishes. 

What Should I Bring to the Consultation?

It is important to be prepared for your meeting with an estate planning attorney. While the attorney does not necessarily need certain documentation, it can benefit you to mentally prepare yourself. This means considering the answers to the following questions before you attend the meeting:

  • Who would you like to inherit your assets and belongings?
  • Do you have any children that are minors? Who would you like to raise them?
  • What different kinds of property do you own?
  • Who do you want to be in charge of carrying out your wishes?

Contact our Firm

The Lauterbach Law Firm is proud to serve clients throughout Rockland County who are faced with legal matters related to estate planning, real estate, foreclosure defense, landlord-tenant law, business law, and criminal defense. If you require the services of an experienced team of attorneys, contact The Lauterbach Law Firm today to schedule a consultation.

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