how best to prepare for a meeting with lawyer regarding will

by Clemmie Homenick IV 4 min read

Therefore, here are some useful tips (in no particular order) for preparing for your first meeting with your lawyer about your will: 1.Primary Executor: Think about who you want to be the executor of your estate. For couples, each person usually chooses his or her spouse.

Full Answer

Do I need to bring documents to meet with a lawyer?

Even if a lawyer doesn't ask for documentation beforehand, it's still a good idea to bring a copy of all relevant documents to the meeting. Spend some time thinking about what you might have on hand. Try to organize the documents in a logical manner before you meet with the lawyer.

What to do the first time you meet with a lawyer?

The first time you meet with your lawyer will probably be for a consultation. The purpose of the consultation is to summarize your situation for the attorney and to find out about his or her qualifications and fees. To prepare, you should begin by gathering all relevant documents. Then write up a list of questions.

What questions should I Ask my Lawyer when making a will?

Here are some questions you should ask your lawyer when making your will: 1. Is Estate Planning Your Field Of Specialisation? You should work with a seasoned lawyer specialising in wills and estate planning.

Do I need a probate lawyer?

You might have decided that you need a probate attorney's help, but you can still take some matters into your own hands. If you take the time to select a good lawyer, prepare well for your first meeting, and do everything you can to reduce the time that your lawyer will have to spend, you can often save yourself some money.


What to know before preparing a will?

9 Important Considerations in Creating a WillDetermine who will draft your will. ... You will need witnesses. ... Select your executor. ... Be specific. ... Don't neglect your digital assets. ... Consider who to include as your beneficiaries. ... Communicate with your heirs before you die. ... Keep your will current.More items...•

What you should not include in your will?

Here are some items that you should never put in your Will:Business interests.Personal wishes and desires.Coverage for a beneficiary with special needs.Anything you don't want going through probate.Certain types of property.

Will preparation questions?

5 Questions An Attorney Will Ask When Drafting A WillWhat Do You Hope To Achieve With A Will? ... What Is Your Family Situation? ... What Assets Do You Own? ... Where Do You Want Your Assets To Be Distributed? ... Who Will Be Responsible For Your Estate?

What should be included in an individual's will?

A person's last will and testament outlines what to do with possessions, whether the deceased will leave them to another person, a group or donate them to charity, and what happens to other things that they are responsible for, such as custody of dependents and management of accounts and financial interests.

What would make a will invalid?

Fraud or forgery Also falling under undue influence. This is when someone uses lies, threats, etc to get the testator to change the way they distribute their assets or forges their signature to benefit from the estate.

What property can you not leave by will?

Conditions that include marriage, divorce, or the change of the recipient's religion cannot be provisions in a legal will. Therefore, a court will not enforce them. You can put certain other types of conditions on gifts. Usually, these types of conditions are to encourage someone to do or not do something.

What questions do I need to answer when making a will?

10 Questions To Consider When Drafting Your WillWhat Is Your Marital Status? ... Who Will Care For Your Children If You Die Before They Reach Their Majority? ... Do You Need A Testamentary Trust? ... Who Will Be The Executor Of Your Estate? ... What Powers Will Your Executor Have? ... What Property, Assets And Debt Do You Have?More items...•

What are 3 estate planning questions you may want to consider either for yourself or your parents?

You might not think this is relevant to estate planning....Thinking about the following issues in advance can help you prepare for a meeting about your estate plan.Who will raise your children if both parents die? ... What if you all die in a common disaster? ... Are there any other descendants you haven't yet mentioned?More items...•

What are good estate planning questions?

Common questions about estate planningWhat makes up my estate? ... Who needs estate planning? ... What makes up a well-designed estate plan? ... If I have a living trust, do I still need a will? ... What is probate? ... Is probate a concern only for those with large estates? ... What is a trust? ... What Is a Revocable Living Trust?More items...

Who contacts beneficiaries of a will?

Helen: If someone has left a will and you are a beneficiary of an estate, you would usually be contacted by the executor, or the solicitor the executor has instructed, to notify you that you are a beneficiary.

What are the four must have documents?

This online program includes the tools to build your four "must-have" documents:Will.Revocable Trust.Financial Power of Attorney.Durable Power of Attorney for Healthcare.

What is the executor of a will entitled to?

In other words, an executor's powers arise from the will and not from the grant of probate. Therefore, a sole executor or, where there is more than one executor, all executors jointly, subject to adequate verification of identity, are entitled to the original will from the date of death.

What happens if you meet with a lawyer?

After you meet with the attorney, you may decide they are not a good fit for your case. In other circumstances, the attorney may be too busy to take your case. If, for whatever reason, the lawyer you meet with cannot take your case, you will want to ask them for recommendations about other attorneys in the area.

When writing a first draft, do you write in fragment sentences?

When writing your first draft, don't worry if you write in fragment sentences of if your memories are scattered. After writing the first draft, you should set it aside for a little bit. When you return to it, try to organize the information in a way that is easy for a reader to follow.

What is the purpose of a consultation?

The purpose of the consultation is to summarize your situation for the attorney and to find out about his or her qualifications and fees. To prepare, you should begin by gathering all relevant documents. Then write up a list of questions. Remember not to be late to your consultation.

How to Find a Lawyer

First and most importantly, do your homework. Make sure that you find a lawyer who is experienced in the area of law or with issues for which you are seeking help. Explore websites and lawyer profiles. Look at past results to determine if your case is similar to those previously handled by that office.

How to Prepare for a Meeting with a Lawyer

Gather all documentation or evidence you are in possession of that is related to your case. Prepare notes and any questions you want to be sure to ask your attorney.

Daytona Lawyers On Your Side

If you need a lawyer in Daytona Beach or the surrounding Eastern Central Florida area, contact our office at 386-222-6677 or start your case online. We look forward to meeting with you to discuss the details of your case and work to defend and protect your interests in the best possible way.

What to do after meeting with a lawyer?

This is normal. Reopening wounds, new or old, can do that. It’s significant that you plan something pleasant to do after your first meeting with your lawyer. Plan a shopping trip with friends , meet with your favorite relative for lunch, or treat yourself to your favorite meal immediately after your meeting. This can settle any negative feelings you may have, and properly prepare you for your court date.

How to dress for a divorce lawyer?

You don’t have to opt for formal wear necessarily, but make sure you look presentable. Wear business casual attire. Women can wear a nice dress with dress shoes, while men can wear khakis with a nice polo. There are no strict and exact rules here, but try to make the best impression possible.

What folder should I keep documents in for a lawyer meeting?

You want to make sure you have gathered all the necessary documents, photos, and evidence. Keep everything safe in a manilla folder for your lawyers or lawyer to review the day of your meeting.

Can a lawyer help you through divorce?

Knowing all of the intricacies of the law can be difficult. But thankfully, whenever you are tied up in a situation that requires a vast knowledge of the legal system, you can always count on a knowledgeable lawyer to help you get through it. Whether we are talking about child custody or divorce, lawyers can help you walk through the entire process, answering every single question you may have along the way.

What to do after death?

Once you sit down, talk through what you want to be done after your death, provide your lawyer with the right documents, and ask what else should be included in the will. This will help you figure out which provisions should and shouldn’t be part of your will.

What is a will?

A will is one of the most important documents you’re going to make in your lifetime, even if you’re not necessarily a millionaire. As long as you’ve got assets to leave behind to your loved ones, a will can help ensure that these are distributed according to your wishes after your death. Estate Planning. By Lawyer Monthly Last updated Sep 8, 2020.

Why is it important to meet with an attorney?

Your first meeting with an attorney is an opportunity to share your story and obtain a powerful tool–legal representation . While it is important to tell your story , it is also important to get comfortable with each other.

How do clients pay attorneys?

There are two ways that clients pay attorneys. The first way is called a “retainer,” where the client pays the attorney in advance for his or her legal services, and when the lawyer has worked for the full amount of the retainer, the client pays the attorney at their hourly rate. Retainers are most common in cases that don’t involve claims for money–usually criminal defense, divorce, and bankruptcy claims.