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How to Prepare for Your First Meeting With an Estate Planning Attorney

6/19/2025

 
​Meeting with an estate planning attorney for the first time can feel overwhelming—but it doesn’t have to be. Whether you’re looking to create a simple will or develop a more comprehensive estate plan, being well-prepared for your initial consultation will help ensure the process is smooth, productive, and tailored to your goals.
Here’s a step-by-step guide on how to prepare for your estate planning consultation:

1. Understand the Purpose of the MeetingThe initial consultation is a chance for you and the attorney to get to know each other. You’ll discuss your personal and financial situation, your goals, and any concerns you may have. The attorney will explain your options and recommend an estate planning strategy that fits your needs.

2. Gather Important Personal InformationCome to the meeting with a list of key personal details, including:
  • Your full legal name, date of birth, and contact information
  • Names and birthdates of your spouse, children, and other family members
  • Marital status and any prior marriages
  • Information about anyone you wish to name as a guardian, executor, trustee, or healthcare agent

3. Create an Overview of Your Assets and LiabilitiesThe attorney will need to understand the scope of your estate. Prepare a list that includes:
  • Real estate (primary residence, vacation homes, rental properties)
  • Bank accounts and investment accounts
  • Retirement accounts (401(k), IRA, etc.)
  • Life insurance policies
  • Business interests
  • Valuable personal property (vehicles, jewelry, collectibles)
  • Any debts or liabilities
Approximate values are usually sufficient for an initial meeting.

4. Think About Your Goals and WishesTake some time to reflect on what you want your estate plan to accomplish. Consider the following:
  • Who should inherit your assets?
  • Are there specific items you want to leave to certain people?
  • Who do you trust to make medical or financial decisions on your behalf if you're unable to?
  • Do you want to avoid probate?
  • Are you concerned about estate taxes, creditor protection, or long-term care planning?
Write down your thoughts so you can discuss them with the attorney.

5. Bring Relevant DocumentsIf you have existing estate planning documents, bring copies to your consultation. These might include:
  • A current will or trust
  • Powers of attorney
  • Advance healthcare directives or living wills
  • Prenuptial or postnuptial agreements
  • Recent financial statements
  • Deeds to real property
This information will help the attorney understand your current situation and identify any gaps in your plan.

6. Prepare QuestionsIt’s natural to have questions about the estate planning process, so don’t hesitate to ask them. Consider questions like:
  • What documents do I need?
  • How long does the process take?
  • How are your fees structured?
  • What happens if my situation changes in the future?
Writing your questions in advance ensures you won’t forget them during the meeting.

7. Be Open and HonestThe more open and transparent you are, the better advice your attorney can provide. Estate planning is deeply personal, and confidentiality is a cornerstone of the attorney-client relationship. Don’t hold back important information—even if it’s uncomfortable or complicated.

Final ThoughtsPreparing for your initial consultation with an estate planning attorney doesn't require perfection—but a little preparation goes a long way. By organizing your documents, clarifying your goals, and understanding the basics, you'll be better positioned to create a plan that protects your loved ones and preserves your legacy.
If you're ready to start the estate planning process, schedule a consultation today and take the first step toward peace of mind.
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Phone: (406) 613-7707
Office Location: 6 S Idaho Street, Dillon, MT
Mailing Address: P.O. Box 504, Dillon, MT 59725
Photo credit: Grace Pauley Photography - Dillon, Montana
Copyright Stephanie Grover, 2024