What Should I Bring to an Initial Consultation With an Estate Planning Attorney?

An initial consultation with an estate planning attorney can feel daunting. But, knowing what you are walking into can help ease the stress. Read on to learn more about what you can expect from an initial consultation with your estate planning attorney.

What Documents Should I Bring to my Initial Consultation?

There are a number of documents you should gather and bring to your initial consultation. Some of the most useful documents to bring include:

  • A written, chronological description of the accident.
  • A copy of the police report from the scene of the accident. This provides the attorney with an additional perspective of the incident, as well as information regarding whether anyone was ticketed or arrested as a result.
  • The names and information of any witnesses. If anyone saw the accident happen, you should ask them for their contact information so they can be used as an eyewitness to help bolster your claim.
  • Medical records proving your injuries.
  • Receipts of any expenses related to your injuries. This can include any out-of-pocket expenses for medical treatment and in-home care.
  • Photos or videos of the accident and your injuries. These can visually prove what happened after the wreckage was cleared away and certain injuries have healed.
  • Your insurance information. This can include health, auto, renter, or homeowner policies.
  • Any correspondence with the other party or their insurance, such as letters, emails, phone calls, etc.Any questions you may have for your attorney.

What Questions Will I Be Asked?

There is a good chance you will have a lot of questions for your attorney, and your attorney will have questions for you. In order to better understand your needs, an attorney may ask you the following:

  • What specific injuries do you have and how are you feeling/how much pain are you in?
  • Have you seen a doctor and what was the prognosis?
  • Did you talk to any other lawyers or insurance representatives regarding the incident? What details did you give them?
  • What type of medical and auto insurance coverage do you have?
  • Did you give a recorded statement regarding the accident to your insurance company?
  • Where are you employed? How long have you worked there?
  • Have you ever been in an accident before?

If you have any questions about the estate planning process, do not hesitate to reach out. Our firm is here to walk you through the process every step of the way.


Friedman Schuman is an experienced and dedicated legal resource for clients throughout Pennsylvania. We proudly serve clients facing a wide range of legal matters. If you require the services of an effective attorney, please contact Friedman Schuman today to schedule a consultation.


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