Estate Planning Attorney Meeting - Questions to Expect

So you've finally scheduled a consultation with an estate planning attorney, but you're not sure how to prepare for the meeting. In this video, I'll review some of the questions I ask clients during our initial estate planning consultation.

We will discuss:
- why they contacted an estate planning attorney
- how they want to distribute their assets
- whether they want their spouse to inherit everything
- whether they want their children to have a lump sum inheritance
- the person they want to be in charge (personal representative/executor) when they pass away
- their end of life wishes, specifically advanced directives such as a living will and power of attorney

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Call / Text: 772.539.9831
Email: [email protected]
Website: www.genesislawpa.com

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NOTE - Our consultation fee structure has changed since this video was posted. We now charge a consultation fee of $125.

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Alecia C. Daniel is a Probate and Estate Planning Attorney, licensed in the states of New York, New Jersey and Florida. She is focused on helping clients build and protect their legacies for future generations.

⭐️⚠️ 🚩This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read or view on this site. Using this site or communicating with Genesis Law PA or Alecia C. Daniel, through this site does not form an attorney/client relationship.

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