Preparing for your Estate Planning Appointment
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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. Please have this information:
A - Current value of your assets, income, and debts.
Please make a list of accounts, real property, life insurance, IRAs, other retirement accounts, business interests, mineral rights, automobiles, stocks, bonds, etc. We need the approximate value and the name of banks and brokerages, and how they are held (one name, two names, with survivorship, etc.)
If you want a convenient way to organize your list of assets, income and debts, you can download our free Estate Planning Information Guide by clicking here. It is a PDF which you can print and use.
B - Copies of Documents
Bring photocopies of any existing legal documents pertaining to your estate. This might include the deed to your home, any other properties, business interests, oil interests, long term care insurance, funeral plans - and any existing Trust, Will, Power of Attorney, etc. Think of this as an opportunity to get organized!
C - Who will be your Executor, etc?
Please bring in ALL CAPITAL LETTERS the correct spelling of each person's name, address, email, & phone numbers. (You can accomplish this on the last page of the above Estate Planning Information Guide if you download it.)
1 - Who will be the Executor in your Will? Who will be two successor executors if the first choice cannot serve?
2 - Who will be the Beneficiaries of your estate? Family? Friends? Organizations? Charities? Always think about your "Plan A" and then a "Plan B" in case circumstances change.
3 - Who would you choose to be Agent and make your financial or medical decisions? Who will be two successor agents if the first choice cannot serve?
4 - If it is determined that a Living Trust is a solution to your goals, who would you choose to be your Trustee, and two successor Trustees if your first choice cannot serve?
D - Questions
Bring your List of Questions, if you have any, about your situation and goals.
E - Calendar
Bring your calendar to the appointment. It will be used to make a signing appointment (our goal) or to make a second consultation (if you need more time and input to help you make decisions).
Our new client consultation fee is $380.
Each consult will go up to 1 hour. If you need a follow-up consultation, the fee is $330.
If you buy our current eBook THINKING BEYOND TOMORROW, let us know and we will credit the cost of the ebook ($10) to the cost of the initial consultation.
At your consult, the Attorney will discuss any further document preparation fees once he knows what legal documents you need. He will give you a written fee agreement (Limited Engagement Agreement) setting out flat fees for those documents. He likes to quote flat fees so you know exactly what you are spending.
Please review our Rescheduling Policy.
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.