When you’re writing a will or setting up a trust, an experienced estate planning attorney can provide peace of mind and make the entire process easier. However, if you’ve never met with a law firm before, you might not know how to prepare for the initial consultation. The following tips will help you get the most out of your first meeting with an estate planning attorney.

How to Prepare for Your First Meeting With a Will & Trust Lawyer

1. Fill Out Their Questionnaire

To streamline the information-collecting process, many estate planning firms will send out a questionnaire for you to fill out before your first consultation. In addition to asking for your contact information, it might also ask for a detailed accounting of your assets and financial liabilities. Bringing this information with you will help the attorney recommend the best course for your estate planning needs.

2. Collect Your Documentation

To prepare a comprehensive estate plan, the lawyer will likely need a great deal of documentation. Get together any existing wills or trust documents you or your spouse have already prepared, as well as copies of your life insurance policy and deeds to any real estate you might own. You should also consider bringing a list of any significant assets you want to specifically name in your will.

3. Have Your Questions Ready

The initial consultation is also your opportunity to decide whether you want to work with a particular law firm. For instance, you might want to know how much experience they have or what percentage of their practice is devoted to estate planning. Make sure they can clearly explain their fee structure, and ask whether they foresee any particular problems with your estate planning.

If you need help preparing your will or establishing a trust in Ohio’s Auglaize County, turn to Dennis P. Faller, Attorney at Law. These accomplished legal professionals focus closely on estate planning, giving them the in-depth expertise they need to provide the highest quality services possible. To schedule your first consultation, call their offices at (419) 738-4578 or visit them online.