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

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.

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. Obtain our 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.

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 phone or video.

Premack will send you an email with a clickable link to join the conference. Here are instructions on how to join the scheduled conference.

TWO:
Fees

Each consult will go up to 1 hour. If you need a follow-up consultation, the fee is $330.

 

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.

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.

DISCLAIMER: The fact that you read this website does not make you our client nor us your attorneys. The material and information on this website and associated blogs are provided for informational purposes and are not legal advice. This site does not create an attorney-client relationship between the attorney and the users of this site. Visitors to this site should consult a licensed attorney before taking any legal action. To review our Privacy Policy, click here.

Paul Premack, 2019-2020 President of the Texas Chapter of the National Academy of Elder Law Attorneys (NAELA) is *Certified as an Elder Law Attorney ( CELA ) by the National Elder Law Foundation as accredited by the Texas Board of Legal Specialization and the ABA. He is licensed to practice law in Texas and in Washington State, and handles San Antonio Probate and Bexar County Probate, Wills, Living Trusts, Estate Planning, and writes the legal column for the San Antonio Express News.

Phone: (210) 826-1122     All calls to our office go to Voicemail

© 2020 by The Premack Law Office, Paul Premack, Attorney.