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Your First Appointment Once you have made an appointment to see a lawyer, you may be deciding what to bring with you. If you will be discussing estate planning, you should think in advance of all the things you own (property, bank accounts, pension plans, insurance policies, annuities, etc.) and how they are currently titled, and their current value. You should also think about the people you would trust to take care of your affairs if you get sick, or after you are gone. And you should be sure to know the spelling of all names of people who are important to you, and their addresses and birthdays. If you are meeting with a lawyer to discuss business matters, be certain to bring all relevant documents. And if you intend to ask about different corporate entities for your business, you should consider bringing tax returns for the past few years. If you are meeting with a lawyer to discuss an insurance problem, be certain to bring the policy, claims information, and all correspondence. Mr. Rubin suggests viewing at least one of the Estate Planning Videos (click the Estate Planning Videos link from our links menu) prior to any first meeting on the subject of wills, living wills, trusts, powers of attorney, or estate planning. Mr. Rubin strongly recommends all three videos, and the Life and Death video most of all. |
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