You’ve suddenly realized that you need to have an estate plan. We all know that nobody really wants to think about what is going to happen when they are too sick to make decisions for themselves—or when they are gone. That can make estate planning stressful and frustrating, but it does not have to be that way.

If you take some time to mentally prepare and get into the right state of mind, you can find an estate planning conference a transformative experience that can ease a burden for your future.

Starting a Relationship with Your Attorney

How do you view the experience you are about to undertake? Are you planning on heading to your attorney’s office for a one time visit/transaction, or are you thinking of forming a relationship with your attorney like you would your doctor or other trusted advisor? You should be seeking to form a relationship with your attorney, not just have them draw up a document that you toss into a drawer. Remember—circumstances are going to change over time and having your attorney aware of them can help you adjust your estate plan as time progresses.

 

Honesty Is the Best Policy

Yes, it is a cliché, but in this case it is an apt one. You must be willing to enter into the conference fully transparent and ready to share everything with your attorney. Make sure that you share details about your family dynamics, your full financial and medical situations, your future plans for yourself, and where you see your family and friends fitting into the future. This will allow your attorney to make the best recommendations in order to help you come up with the exact plan you want for your future—and one that is tailor-made to your specific situation.

 

Respond Promptly When Information Is Requested

The planning conference is just your first step on the road to making your perfect estate plan. Your first meeting might end with you needing to provide additional information to your legal team—this is so that they can help you develop the best estate plan quickly and efficiently. If there are long waits after your team requests information, and you provide that information, then such a situation can lead to a more satisfying experience for you. It also makes the job of your legal team much easier and run more smoothly.

 

Trust Your Legal Team

Remember that you are going to be working with an attorney’s legal team. This might mean that you will have questions answered by a legal aid or assistant. Appointments will be made with the front office staff. Not every interaction that you are going to have will be directly with your attorney. All of that is normal and healthy, so don’t be worried if your attorney only interfaces with you at critical points.

 

Stano Law Firm Can Help with Your Estate Plan

Trust your estate plan to the legal experts at Stano Law Firm. Contact us today to learn more about how we can help you plan for your future.