What Can I Expect from My First Estate Planning Consultation?

It’s not uncommon to feel anxious about planning for the future.  It involves difficult discussions and decisions that many of us may not want to deal with.  To ease anxiety or uncertainties you may have, it helps to understand my estate planning process and how we would go about discussing these important issues. 

First, depending on your specific situation, the initial estate planning appointment is about 60 minutes.  We discuss your family situation and I gather information from you.  Upon completion, we develop a plan to carry out your intentions and decisions.  

In your consultation, I typically gather information in three broad categories:

Who – We discuss who you are, your family, children, parents, siblings as well as others who are important to you.

What – We prepare a simple balance sheet to look at your potential estate. There are important questions about how things are titled; and who are beneficiaries on such items like 401k accounts, IRA accounts, life insurance, and pension accounts.

Where – We talk about the person/people to whom you would like to give your property.  

Finally, we discuss who the important individuals you would like to assist you as a power of attorney, executor, trustee, or guardian of your children.

After collecting all this information, we then put together a plan for your estate.  It often requires some additional conversations between us.  When completed, we will have formalized your intentions so that your plans can be accomplished with as little problems as possible. 

Let me help you prepare your Estate Plan. 

Michael Frisbie
Frisbie Legal Solutions
329A South Main Street
Doylestown, PA 18901

267-899-1775 (FAX)

Frisbie Legal Solutions, PLLC is a registered Pennsylvania professional limited liability company. The information on this web site is designed for general informational purposes only. Frisbie Legal Solutions provides legal services and advice to clients only after an attorney client relationship has been formed through a written agreement. The information presented should not be construed to be formal legal advice nor the formation of an attorney client relationship. Any communications sent through this website are not privileged and confidential.