If you're thinking about setting up an estate plan, one of the first questions you probably have is: what actually happens during the consultation? The short answer is this: it's a conversation. You do not need to show up with every document you've ever signed. The goal of the consultation is to talk through your situation, your goals, and your options.
Estate Planning·
What Happens During an Estate Planning Consultation — and What You Should Bring
If you're thinking about setting up an estate plan, one of the first questions you probably have is: what actually happens during the consultation? The short answer is this: it's a conversation. You do not need to show up with every document you've ever signed. The goal of the consultation is to talk through your situation, your goals, and your options.
By David A. Yergey III · Yergey & Yergey, P.A.
Yergey & Yergey, P.A. — Orlando, Florida
Questions about your estate planning matter?
The attorneys at Yergey & Yergey have been navigating Florida probate, estate planning, and trust law since 1928. Call us or book a consultation online.
