Plan for your family, property and wishes.
Discuss how your wishes, family and property should be reflected in an estate plan. We can help you consider planning questions and review existing documents, including wills, trusts and powers of attorney.
A plan begins with your priorities.
A useful planning conversation brings your goals and existing documents together. It does not require you to arrive with a finished plan.
- Your wishes and relationships
- Describe the people you want to consider and the priorities that matter to you. Explain any family circumstances you would like an attorney to understand.
- Existing documents
- Discuss any will, trust, power of attorney or other planning document you already have. A review can begin with what exists and the questions you have about it.
- Changes in your life
- Tell us about changes in family, property or your wishes that have prompted the conversation. Ask which parts of a plan may need attention.
Start with an outline of what matters.
General information is enough for an initial discussion; sensitive details can wait until you have agreed how to share them.
- The goals you want your plan to address and any questions you have.
- An overview of important relationships and people you may want involved in decisions.
- A general list of property and existing planning documents, without account numbers.
- Changes since your last plan and the states connected to your circumstances.
Do not send full financial statements, identification numbers or confidential family documents in your initial message.
Before you begin planning.
Do I need to know which documents I want?
No. Begin with your goals and circumstances. A conversation with an attorney can help identify which questions and documents deserve consideration.
Can I discuss a plan prepared some time ago?
Yes. Mention the documents you have, when they were prepared and what has changed. The firm can discuss whether it can review them and the proposed scope of work.
Are estate planning fees the same as injury-case fees?
Do not assume the same arrangement applies. Ask about the proposed work, consultation charge and fees for your planning matter before deciding to engage the firm.
Your next step starts with a conversation.
Call the firm or send a consultation request. Tell us what you need help with so our team can consider your inquiry.
Request a Consultation