Preparing for Your Estate Planning Intake Meeting - Tressler & Associates, PLLC
[email protected]

212 N. Castle Heights Ave | Lebanon, TN or 2323 21st Ave South STE 506 | Nashville, TN

Preparing for Your Estate Planning Intake Meeting
Preparing for Your Estate Planning Intake Meeting

Preparing for Your Estate Planning Intake Meeting

Almost every client begins their journey to creating estate documents with an intake meeting.  Inevitably, the first questions asked when the meeting is scheduled is, “what should I bring?”  The good news is that there is no requirement for you to bring anything to your intake meeting.  However, to get the most out of your meeting, it is beneficial to prepare for it.  Here are a few key ways to do that:

  1. Review and bring any prior estate documents that you have.   This may not be necessary for your circumstances, but it is definitely helpful.
  2. Gather basic information regarding your assets.  One of the most important parts of the intake meeting is gathering information on what you own.  At this point, we may not need to go into extensive detail, but we will need an outline of sorts.  This does includes assets, such as real estate, that may be located in another state.
  3. Think about what you want to happen with your assets and consider what is most important to you about that plan.  For example, are you really wanting avoid probate? Do you have a lot of creditors? Are your children minors? At what ages do you want your heirs (or beneficiaries) to receive their distribution?
  4. Come with questions.  Another large part of the first meeting involves me teaching clients about the law and various options available.  This is usually a great conversation that is only made better if questions are involved.  This is your plan that we are building and I want you to be completely comfortable with the options you choose.
  5. If you are interested, use our intake informational sheets If you would like assistance in thinking through some of the details, our office does have intake forms that can be useful.  Please feel free to use these, but they are optional.

The bottom-line is that we hope to make the intake process pleasant and straight-forward.  Even if you feel completely unprepared for the meeting, we will gladly walk you through the process.

Planning Your Estate can help prevent future difficulties for your family. To Read More about our Estate Planning Services – Click Here

CONTACT AN ATTORNEY  or CALL US: 615.444.2345

RELATED NEWS

Tressler team celebrating 13 years in business
Tressler & Associates, PLLC Kicks Off the Season of Gratitude by Celebrating 13 Years in Business

Tressler & Associates, PLLC Kicks Off the Season of Gratitude by Celebrating 13 Years in Business

November 23, 2022 | News | News

Tressler & Associates, PLLC began as a law firm focused on real estate law. On November 23, 2009, in honor…

Continue reading
Tressler & Associates, PLLC Announces the Promotion of Turner Smith Evans to Associate Attorney

Tressler & Associates, PLLC Announces the Promotion of Turner Smith Evans to Associate Attorney

November 18, 2022 | News | News

Tressler & Associates, PLLC is pleased to announce the promotion of Turner Smith Evans to associate attorney.   On November 16th,…

Continue reading

GET IN TOUCH

If you are in need of legal services, our team of experienced attorneys is here to help! If you need a lawyer now or are just in need of general counsel, we are happy to discuss your needs with you.

Contact Us