What to Bring to Your Initial Consultation With a PA Estate Planning Attorney

Creating a comprehensive estate plan is critical, and the sooner you create yours, the better off you will be. The first step, of course, is scheduling your initial consultation with an experienced Pennsylvania estate planning attorney. Please continue reading and speak with our firm to learn more about how to prepare for, and what to bring to, your initial consultation with our firm so we can efficiently create your estate plan so you and your family can get back to focusing on what matters most.

What You Should Bring to Your Initial Consultation

The first thing you should do before coming to your initial consultation with our firm is to write down your goals for your estate plan. This can include who you want to inherit your assets, what you want your estate plan to protect, and an overall idea of how you would like your estate plan to function. Your attorney must have a firm understanding of your interests, goals, and your purpose for creating your estate plan so he or she can modify your estate plan to best suit your needs. You should also bring the following to your initial consultation with our firm:

  • Documents regarding any debts or liabilities: Of course, nobody wants to consider debt, oftentimes, significant amounts of debt can play a huge role in planning your estate. By accounting for this debt with your estate planning attorney, you can avoid having your assets entirely surrendered to creditors, should you pass away. In certain cases, we can create a trust to ensure that your assets will instead go to your beneficiaries.
  • Documents regarding your assets: You should bring documentation regarding your bank account, car payments, yearly income, and more. These assets will largely determine how we set up your estate plan.
  • Contact information of any other financial advisors you have spoken with: If you have spoken with any other financial advisors, providing us with their contact information will allow us to coordinate with those advisors to ensure that we are all on the same page and that your estate plan is sound from all angles.

If you have any other questions or you are ready to begin planning your estate, all you have to do is speak with our knowledgeable Pennsylvania estate planning attorneys today. Remember, it is never too early to craft your estate plan, and we are here to help you do so now.


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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