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What Should You Ask Your Estate Probate Lawyer?

Jan 25, 2024

Many people are driven to hire an estate probate lawyer. There are many reasons why estate planning becomes a focus. For example, according to Care, inflation concerns are a driving force for about 25% of Americans surveyed. Whatever your reason is, there are three key questions you should ask your estate probate lawyer. Let's take a look for more information!


1. What Documents Do I Need?


Before your appointment, asking what documents the lawyer will need to set up your estate plan is a good idea. You may need to bring information about dependents, banking information, property holdings, etc. Having all the documents needed when you meet with the lawyer will ensure a smooth process.


Preparing ahead of time will help move the appointment along at a reasonable pace. Of course, if you can't get everything needed in time for your appointment, you can always send copies down the road. Ask what you need to bring with you and do your best to gather the needed information.


2. What Instruments Should I Use?


There are different legal documents that are used for estate planning to provide different protection. Wills, trusts, powers of attorney, and more can all be included in your estate planning. It's essential that you fully understand what protection each instrument can provide.


For example, if you have minor children, a will is an essential document because it can be used to name guardians for your minor children. Trusts can be used to protect your children, your business, and your assets. When you meet with your lawyer, ask which instruments are best for your situation.


3. How Often Should I Update the Plan?


A critical error that many people make is not making changes to their estate plan as life evolves. Ask your
estate probate lawyer for their advice about how frequently your plan should be revisited. In most cases, any major life event should trigger a review.


You must periodically check in with your lawyer to ensure all the information in your estate plan is up-to-date. As life changes, so should your plan. Divorce and remarrying are examples of when you need to change if you acquire new assets.


Estate planning is necessary for everyone. An estate probate lawyer can answer all your questions about estate planning. Call today to get started at Kollmorgen, Schlue & Zahradnik, P.C.


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