When you have decided to plan, there are likely steps you can take to maximize the benefit of your first free initial consultation.

Depending on your interests, the following questions and guidelines will make your meeting with Attorney Patrick more productive.

Guardianship / Durable Power of Attorney for Health Care / Durable Power of Attorney for Mental Health Care

• Who would you like to make health care decisions for you?
• Compile contact information for nominee(s).
• Who would you like to be the guardian of any minor children?
• Compile contact information for nominees and ages of all minors.

Conservatorship / Durable Power of Attorney for Finance

• Who would you like to make financial decisions for you?
• Compile contact information for nominee(s).

Wills / Trusts

• Approximate value of your estate.
• property, vehicles, personal property, life insurance, annuities, banking, investments, etc.
• Who would you like to manage your trust when you no longer are able?
• Compile contact information for successor trustee nominee(s).
• Who would you like to act for you in the probate court as necessary?
• Compile contact information for personal representative nominee(s).
• Who would you like to manage the finances for your minors if you were unable?
• Compile contact information for guardian/trustee nominee(s).
• Are there any specific gifts you would like to make?
• sentimental items, individual assets, etc.
• How would you like the balance of your estate distributed after you've passed?
• Compile contact information for beneficiaries.
• Consider distribution scheme: Outright, over time, on the occurrence of an event. i.e. graduation.