One of the first things that people want to know about when they are trying to make estate plans is what form the plan should take. What legal instruments and tools should they use to make the best plan for them is the question that most people want answered. I do not have a simple answer for you to that question. There is not a simple answer in the abstract.
One of the key things about estate planning is that every client who walks into an attorney’s office has a different situation and different goals than the last client. What needs to be in an estate plan depends on the particular client’s goals and situation. It is only after hearing what the client wants that an estate planning attorney can determine what form the estate plan should take.
You can make it easier on your estate planning attorney and get your answers faster if you do something before you visit with the attorney for the first time. Take some time to consider why you want to get the estate plan and what you are hoping to accomplish with it. Have your goals in mind and make sure that you tell the attorney what they are when you first walk into the office.
Stephen A. Mendel, Estate Planning Attorney
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