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How Do You Prepare for a Meeting with a Florida Estate Planning Attorney?

Posted by Adalbert Martinez | Aug 29, 2023 | 0 Comments

estate planning

When meeting a Florida estate planning attorney for the first time, it is crucial to come prepared. That is why in the below blog post, we will discuss the documents you should bring with you and the questions you should consider asking during your initial consultation.

Documents To Bring With You To Your First Meeting 

During your first meeting with a Florida estate planning attorney, you can expect a confidential discussion about your estate and wealth. That is why to get the most out of your consultation, it is important to come ready and bring as much information with you as you can, including the following documents:

  • Ownership Documentation: This includes things such as mortgages, deeds, and other documents showing that you own real property. You will also want to prepare a list of all your personal property, including your cars, other physical items, and intangible things.
  • Financial Information: Make sure you bring details regarding your financial accounts, including your savings, banking, and retirement accounts, insurance policies, and other investment accounts. In addition, if you own or have partial ownership of a business, bring documents related to the company. 
  • Family Details: Bring with you information regarding your immediate family, including names, ages, and dates of birth or death. This should include information related to your spouse or partner, children, siblings, and parents. If your children are adults, you may also want to bring information regarding your grandchildren or others you wish to include in your estate plan.

Although bringing these documents and information to the first meeting can help expedite the process, do not worry if you do not have all these details. During the consultation, your attorney can advise you on what information you need to gather and the required paperwork. 

Questions To Ask Your Florida Estate Planning Attorney During the Initial Consultation

It is also a good idea to bring with you a list of questions when meeting with a Florida estate planning lawyer. This can provide you with further insight into the attorney's experience and how they can help you with your estate plan.

Some questions to consider asking include the following:

  • How long have you been handling estate planning in Florida?
  • What is the extent of your experience in probate courts?
  • How often do you manage estate plans?
  • Have you ever gone through probate litigation?
  • Do you have experience handling complex estates?
  • What are the costs associated with your services?
  • Can you help me with other financial decisions, such as retirement planning?
  • How will you communicate with me on an ongoing basis?

Get Started With Your Estate Plan Today, Contact CYA Law Firm 

If you are thinking about creating an estate plan or want further information about asset protection, do not wait any longer to get the answers you need. Instead, contact The CYA Law Firm today to book a consultation with Attorney Adalbert “AL” Martinez and let him help your family plan for a secure future.

About the Author

Adalbert Martinez

Welcome to The CYA Law Firm! Florida law firm with a singular focus—to protect and champion the interests of our clients. Assets On The Line? We Got You Covered! Adalbert Martinez MANAGING ATTORNEY During Law School, Al interned at WMU Cooley La...


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