The very first step of creating an estate plan is to make a list of your goals and concerns. If you have a spouse, you should discuss it and include their questions, concerns, and desires on your list as well.
Once you have an idea of what you wish to accomplish, the next step is speaking with an experienced estate planning attorney. It’s best to ask for a free phone consultation for two reasons.
First, to inquire about their experience handling concerns such as those on your list. Second, to see if they are a good fit for you in terms of your comfort level, their fees, and also continued accessibility when future questions arise.
He or she will become a trusted advisor for years to come, so also inquire about the future costs of estate planning in addition to their current fees.
At Thomas-Walters, we welcome these questions and conversations. You can setup a free, no obligation 15 min phone call, here.