Dothan, Alabama

How to Prepare for Your Meeting With an Estate Planning Attorney March 9, 2017

Dothan, Houston
How to Prepare for Your Meeting With an Estate Planning Attorney, Dothan, Alabama

Proper preparation will ensure a productive first appointment with your estate planning attorney. To make the best use of your time and resources, you should start planning for your meeting a few weeks in advance. This way, you'll have ample opportunity to compile the information you'll need. 

Make a List of Those Most Important to Youestate planning

Your first step should be to think about who you want to inherit your property and assets. Also, consider who you'd like to administer your estate and who'd you'd prefer to make health care and financial decisions for you if you become unable to do so. Obviously, you'll want to choose highly trusted people for these tasks. If you have children who are minors, reflect on who you'd like to appoint as their guardians. 

Gather Documents

You should have all your important documents with you at your first meeting with an estate planning attorney. These include all financial records, real estate deeds, life insurance policies, and a list of existing debts. You should also bring any other estate planning documents you may have had in the past or have already started.

Obtain Copies of All Marriage-Related Paperwork

Your estate planning attorney will need to see copies of documents relating to present and past marriages, as well as any child support arrangements you're involved in. Pre- and post-nuptial agreements should also be included. Having these items on hand ensures you can make all the necessary provisions for your estate and your heirs.


By adequately preparing for your meeting with an estate planning attorney, you can smoothly and efficiently start the process of shaping the legacy you leave. Contact estate planning and family law attorney Peter McInish of The Law Office of Peter A. McInish, LLC, to schedule a consultation at his Dothan, AL, office. You can reach the firm by phone at (334) 671-2555 or through their website

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