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What to Bring to My Initial Consultation with An Estate Planning Attorney?

April 12, 2021

Estate planning can be a stressful process. Depending upon your family, your wishes, your financial situation, and more, it can be a complex procedure. There are many documents you will want to create and a lot of decisions to make. You may feel overwhelmed. One way to combat the stress of estate planning is to find the right attorney. Your attorney should be able to walk you through the process and answer any questions you may have. The other way to make the process easier is to be educated and prepared. Knowing what the process will be like and how you can best prepare is a great way to feel confident when it comes to estate planning. One of the first steps of the process will be an initial consultation with your estate planning attorney. Read on to learn about how you can prepare for your initial consultation.

What Documents Should I Bring to My Initial Consultation?

There are a lot of documents you might want to bring with you when you meet with your estate planning attorney for the first time. These documents will come into play when it comes to creating a will, trusts, a power of attorney, a healthcare directive, and various other documents. Your attorney will be able to create a personalized and comprehensive estate plan to best suit the needs of you and your loved ones.

While this list looks long, it is important to remember that you may not have all of these documents, depending upon your situation. If you have any questions about what to bring, how to access these documents, and what to do if you are missing anything, reach out to your estate planning attorney. The following is a list of potential documents to bring to your initial consultation:

  • Your financial statements (checking, savings, money market, brokerage, pension, IRA, etc.)

  • Your most recent bank, investment, and retirement account statements

  • The deed to your house

  • Your previous estate planning documents, if you have any

  • Prenuptial or postnuptial agreements

  • Divorce agreements

  • Business agreements.

  • Copies of your retirement plan

  • Copies of your life insurance policy

  • Contact information of your doctors

  • Contact information for family members

  • An unofficial list of the people you may want to list as trustees, executors, health care agents, etc.

  • A list of your estate planning goals

  • A list of any questions you have for your estate planning attorney

If you are ready to begin the estate planning process, contact our firm today.


Juan C. Velasco, Esq. is a trusted attorney who concentrates on bankruptcy, family law, real estate, and estate matters who has been serving the New Jersey area for over 25 years. If you are in need of experienced legal counsel, please contact Velasco Law Office and we will be happy to assist you.