Frequently Asked Questions
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Frequently Asked Questions About Your Estate Planning Appointment
What do I need to bring with me to the appointment?
It will be helpful if you have written the names, addresses and telephone numbers of those people who will be listed in your estate plan (beneficiaries, children’s guardian if applicable, successor trustees, executors, financial attorney-in-fact and medical attorney-in-fact). After a spouse, plan to add other people two or three deep. Please have a rough estimate of the value of your estate.
Also, if you own real estate (including Time Shares), please bring the deed(s) to the meeting (a copy will be fine if it is legible).
What will be discussed during the initial meeting?
We will discuss the importance of having a will, durable power of attorney, living will and medical power of attorney. I will also discuss the features and benefits of having a revocable trust and how to avoid probate. I will give you a mini-seminar, what I call: “Living and Dying in The New Millennium.”
What happens after the meeting?
We will prepare draft estate planning documents and send them to you for review. After you have had a chance to review the documents and relay any questions or changes, an appointment will be scheduled for the documents to be signed in final form.
If I move out of State do I have to have new documents prepared?
Your documents are valid and portable. However, each State can have slight differences in State law. For example, NH does not require witnesses on the Power of Attorney. Florida requires two witnesses. All of my Powers of Attorney have two witnesses. I try to make them as portable as possible. It would not be a bad idea once you are settled in the new State to develop a relationship with a local Trust attorney and have a check up.
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NOTE:
The information you obtain at this site is not, nor is it intended to
be, legal advice. You should consult an attorney for individual advice
regarding your own situation.
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