Demystifying Your First Estate Planning Consultation: What To Expect Elder Law Report podcast

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Demystifying Your First Estate Planning Consultation: What to Expect

7d ago 6:43

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Wondering what really happens during an estate planning consultation? Attorneys Greg and Jordan McIntyre pull back the curtain on this often-misunderstood process, revealing a surprisingly relaxed experience that's more like a friendly kitchen table conversation than a formal legal meeting.
Far from being a high-pressure situation, estate planning consultations are designed to be comfortable and informative. As Greg shares, "The best part of my day was meeting with this client, getting to know her and just sitting down and having a consultation." This personable approach puts clients at ease while attorneys gather the essential information needed to create effective estate plans.
During your consultation, expect questions about who you trust in your life, what assets you own, and your wishes for distribution. Don't worry about having all the answers prepared—the attorneys guide you through the process conversationally. If you have previous estate planning documents, bringing them along helps provide valuable context and history for your updated plans. The ultimate goal is identifying your wishes while spotting potential pitfalls where you might lose assets or control.
Ready to experience this refreshingly straightforward approach to securing your legacy? The McIntyre attorneys offer free consultations where you'll find not only expert legal guidance but also their famous office-made chocolate chip cookies. Schedule yours today by calling 1-888-999-6600 or visiting mcelderlawcom.

Chapters

1. Demystifying Your First Estate Planning Consultation: What to Expect (00:00:00)

2. Introduction to estate planning consultations (00:00:18)

3. The conversational nature of consultations (00:01:08)

4. Bringing previous documents to review (00:02:47)

5. Setting goals and identifying pitfalls (00:04:31)

6. Free consultation offer and contact info (00:05:11)

617 episodes