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How to plan to meet with an estate planning attorney


Estate planning is something that everyone in the Kent area should consider, regardless of circumstances. After setting up a meeting with an estate planning attorney, there are a few things a person should do to prepare for the meeting.

Everyone's estate planning needs are unique. In order for an attorney to offer the best possible services, a person should think about a few things before meeting with an attorney. First, a person should think about what they want to accomplish with an estate planning attorney. This may include creating a will, setting up a trust, or drafting a health care directive, among other things. A person should also think about whether they have any unusual circumstances that may need to be addressed. This can include having a child with a disability, or maybe a child that has addiction issues, or there may be someone that a person would want left out of their estate plan. In addition, a person should have someone in mind to be their estate's representative and their child's guardian.

Creating or updating an estate plan is an important task for all families. An estate planning attorney has the experience necessary to make sure the process is smooth and that all needs are addressed. They know how Washington law can affect certain situations and what a person should watch out for. Having an estate plan created ensures that a person's wishes are followed upon their death and that assets are passed in a smooth manner.

The better prepared a person is when meeting with an estate planning attorney, the better the potential results. Being prepared when going in to the lawyer's office can help the process be easier and more complete, allowing a person the peace of mind an estate plan brings.

Source: nwitimes.com, "Be prepared when meeting with the attorney", Christopher W. Yugo, Oct. 2, 2016

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To speak with an attorney at Gellner Law Group about estate planning, probate, trusts, wills or tax controversy, contact our law office in Kent, Washington, today. You can call 425-336-2908 or send us an email. We provide representation across the entire Seattle-Tacoma metropolitan area.

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