Preparing for your Estate Planning Appointment
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.
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 your questions
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. Write down any questions you want to ask during your consultation.
B - Complete the Information Guide
We need you to organize your list of assets, income, debts and choices for Executor, Agent, etc. Obtain our Estate Planning Information Guide by clicking here.
C - Upload
Upload to us your completed Estate Planning Information Guide
Upload to us 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.
Upload by clicking here.
D - If we are meeting by Zoom video, you look at the email with the clickable link to join the meeting. Here are two quick video tutorials on how to join a zoom meeting.
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.
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.