Guide to Preparing for your Estate Planning Appointment
OUR TEAM
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ONE:
Your Details
Premack wants you to be prepared for your appointment. He needs complete information to best serve you. Also, knowing this information helps show you have legal capacity to meet with the attorney about your estate planning, as required by state law. This is your opportunity to get organized!
A - Think about your beneficiaries and representatives
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Who will be the Beneficiaries of your estate? Family? Friends? Charities? Think about your "Plan A" and then a "Plan B" in case circumstances change (and maybe even a "Plan C" to cover your worst-case scenario). Decide who you would like as Executor of your Will, and your financial and medical Agent, and who would serve if they were unavailable.
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B - Prepare your list of questions, if you have any.
C - Complete the Estate Planning Organization Guide
We need you to organize your list of assets, income, debts and choices for Executor, Agent, etc.
Download our free Estate Planning Organization Guide by clicking here. It is a "fillable PDF" that you can type into, save to your hard drive, and submit to Premack. Or you can print it, fill in out by hand (legibly, please) and send it to us. If you do not already have software to handle PDFs, try Nitro Free PDF Reader or Foxit Free PDF Reader.
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D - Submit Info to Premack
Submit your completed Estate Planning Organization Guide and scanned copies of any existing legal documents pertaining to your estate. This might include the deed to your home, other realty, business interests, oil interests, long term care insurance, funeral plans, plus any already existing Trust, Will, Power of Attorney, etc. Submit info by clicking here.
E - Our consult will be by video or phone. Click here for details.
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TWO:
Fees
Your consultation will last up to 1 hour. If you need a follow-up consultation, the fee is $350.
At your consult (by phone or video) the Attorney will discuss any document preparation fees once he knows what legal documents you need. He will send you an invoice with the fees for those documents. He likes to quote flat fees so you know exactly what you are spending. You will be able to pay the invoice online.
Please review our Rescheduling Policy.
THREE:
Confidentiality
For Spouses: Spouses have the right to each select different lawyers. Regardless, spouses may ask Premack to represent them jointly, may consent to dual representation, and may waive any conflicts of interest which may result. Spouses understand that communications and information Premack receives may be shared by Premack with either spouse.
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Support: You may request that other people - like one or more of your adult children - attend your consultation to assist with communication and provide information. Attorneys are required to preserve the confidentiality of discussions with clients. If you allow other people to participate, you understand that attorney-client confidentiality may be waived.