Your Family Matters
Estate Planning Appointments
Preparing for Your Estate Planning Appointment
Thank you for scheduling an estate planning appointment with our firm! We look forward to meeting you!
In most cases, your meeting will begin with Annie’s intake specialist, Ashley, who will meet with you to review your questionnaire and compile a list of your assets for Annie’s review – kind of like a nurse first getting your blood pressure and height/weight (but we don’t do that, promise!). Then, Annie will join the meeting and work to best “diagnose” what needs to be done and how to design a personalized estate plan just for you.
To best prepare for your meeting, please have the following things handy:
1. Copies of current estate planning documents (e.g., Will, Power of Attorney, Community Property Agreement, etc.)
2. A list of your assets and liabilities. This doesn’t have to be super detailed, but we will ask various questions, including about the following:
1. Real Estate – address and county parcel number, if you have it.
2. Financial Accounts
1. Bank Accounts
2. Investment Accounts
3. Retirement Accounts
3. Life Insurance
5. Business Interests
6. Potential Future Inheritances
3. An idea of who should be involved in your estate plan, including who would be executor and who might receive your estate. Don’t worry, we’ll talk through all of these things so you don’t have the know the answers now!
4. A good attitude! We promise this will be more fun that you think it will be.
As most meetings are currently virtual, you can scan and email your estate planning documents and/or asset information to us in advance, but it’s not imperative that you do so – only if convenient.
If you have any questions before your meeting, please feel free to contact our office. If you need to reschedule your appointment, you can do so by clicking “Reschedule” on the email confirmation sent to you or you can call our office.
Click here for directions to our office. There is parking right outside our office doors, which you will find off McCarver Street in Old Town Tacoma.
The Narrows Law Group is a Tacoma law firm located in the heart of Old Town providing advice and representation in the areas of estate planning, probate, business transactions and corporate law, real estate, bankruptcy, domestic relations, and adoptions.
Let us help you find legal solutions tailored to fit your needs.