The Estate Planning Meeting - What to Expect
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The Estate Planning Meeting - What to Expect
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In this episode, estate planning attorneys Mary Beth Melso, Sierra Weinkam, and Christina Miller (https://www.commonslaw.com/lawyers) demystify the estate planning process. They cover essential documents, what to expect in a meeting, and how clients can prepare effectively.KeywordsEstate Planning, Wills, Power of Attorney, Healthcare Directive, Probate, Fiduciary Roles, Estate Meeting PreparationTopic areasKey estate planning documents: will, healthcare directive, power of attorneyWhat to expect during an estate planning meetingHow to prepare and what to bring to your estate planning sessionDifferences between probate and non-probate assetsRoles of executor, trustee, and guardianTakeawaysMost estate plans include a will, healthcare directive, and power of attorney.Preparation involves reviewing assets, liabilities, and thinking about beneficiaries.Clients can bring documents or contact info, but it's not necessary as notes are taken.Estate planning meetings are designed to be informative and supportive.