Things to Consider Before Your Initial Consultation With an MD Estate Planning Attorney

Things to Consider Before…

If you are ready to begin creating your estate plan, you most likely have several questions about your initial consultation. One of the most common reasons people avoid creating an estate plan in the first place is because they do not wish to go through the hassle of meeting with an attorney, sorting through various documentation, and more. However, the truth is, you have nothing to worry about, especially if you know at least a little about what you expect in your initial consultation. That is why we have created this short guide regarding your initial consultation with our experienced Maryland estate planning attorney. Here are some of the questions you may have about your meeting:

What documents should I bring to my consultation?

Many people worry that they may not have all of the documentation on-hand to create a comprehensive estate plan. Fortunately, you do not have to! Your meeting is not dependent upon whether you have every financial record at your disposal. Your initial consultation is simply so our Maryland estate planning attorney can get a better idea of where you stand, both financially and in life. Because of this, you do not have to bring tons of paperwork to your initial consultation. Instead, your attorney will simply ask you various questions about your life, your goals, and what direction you want your estate plan to go. That being said, there are some things you should ask yourself before meeting with your firm, including the following:

  • What type of property do I own?
  • Do I own multiple properties?
  • Who do I want to inherit my assets?
  • Who do I want to oversee the distribution of my assets upon my passing?
  • Who will I want to raise my children, should something ever happen to me?
  • Who do I want to make certain medical and financial decisions on my behalf if I am someday unable to do so on my own?

Should I bring my spouse to the initial consultation with my estate planning attorney?

The answer to this question largely depends upon your individual situation, however, if you and your spouse are on the same page and have the same goals concerning beneficiaries, powers of attorney, and other estate planning matters, it is generally a good idea to bring your spouse along. If you have any additional questions about your initial consultation with our firm, all you have to do is pick up the phone and give us a call today. We are always here to help. 

Contact our experienced Maryland firm

Here at the Ruben Law Firm, we understand how much your legal situation means to you. That is why we pledge to provide you with the personalized attention you deserve, every step of the way. Our firm is more than happy to assist you through matters of personal injury law, bankruptcy, family law, criminal defense, and estate planning. Attorney Ruben has helped clients achieve favorable results in a wide array of legal matters for years, and he is ready to do the same for you. Simply contact the Ruben Law Firm today.

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