What to Expect in Your Initial Consultation With Our PA Estate Planning Attorney

There are few things more important in life than creating a comprehensive estate plan. If you are ready to begin the process, please read this blog and give us a call to learn more about your initial consultation with our experienced Pennsylvania estate planning attorneys. Here are some of the questions you may have:

Can I create an estate plan without hiring an attorney?

Well technically speaking, you are allowed to create an estate plan without an attorney, the truth is, this is one of the worst decisions you can make. When someone chooses to create an estate plan on their own, they risk various potential legal pitfalls. There are many free will-writing kits both online and otherwise, however, using these kits is rarely a good idea, and any legal professional will tell you the same. Even a simple misphrase can drastically affect the outcome of your will, harming you and your loved ones in the long run. With something as important as your estate on the line, you need a professional to ensure everything goes according to plan.

Should I come to the consultation with my spouse?

If you wish to bring your spouse and you believe you and your spouse have similar, or the same, goals for your estate plan, you should absolutely do so. You and your spouse can work with our experienced firm to ensure that everything is exactly as you would both wish it to be.

What documents do I need to bring to my initial consultation?

Many people worry, prior to their initial consultation, that they may not have all the documentation on-hand needed to craft an estate plan. This is simply untrue. As long as you keep certain things in mind, our firm can provide all the documentation you need to create a comprehensive estate plan. We will ask you various questions and help fill out these forms on your behalf. Some of the things you should keep in mind when coming to meet with our firm are who you want to inherit your assets (who your beneficiaries will be), who you want to be in charge of distributing your assets upon your passing (your executor), what types of property you own and how you want them to be distributed, and, if you are a parent of a minor, who you would want to raise your children, should you and your spouse pass away untimely (your child’s guardian).

CONTACT OUR EXPERIENCED PENNSYLVANIA FIRM

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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