The Estate Planning Meeting - What to Expect
Also available on Spotify
Disclaimer: This content does not constitute legal advice. You should not act, or refrain from acting, based on the information provided without getting specific advice from your lawyer.
In this episode of “Planning Matters”, estate planning attorneys Mary Beth Melso, Sierra Weinkam, and Christina Miller demystify the estate planning process. They cover essential documents, what to expect in a meeting, and how clients can prepare effectively.
Keywords
Estate Planning, Wills, Power of Attorney, Healthcare Directive, Probate, Fiduciary Roles, Estate Meeting Preparation
Topic areas
Key estate planning documents: will, healthcare directive, power of attorney
What to expect during an estate planning meeting
How to prepare and what to bring to your estate planning session
Differences between probate and non-probate assets
Roles of executor, trustee, and guardian
Takeaways
Most estate plans include a will, healthcare directive, and power of attorney. Preparation involves reviewing assets, liabilities, and thinking about beneficiaries. Clients can bring documents or contact info, but it's not necessary as notes are taken. Estate planning meetings are designed to be informative and supportive.
If you have questions about this or other matters related to our practice areas, please click the Contact Us button to get in touch. We’ll be happy to speak with you.