Morris Hall, PLLC

Estate Planning Attorneys

MakePayment with multiple options
CALL NOW: 1 (888) 222-1328
  • Home
  • Our Firm
    • About Morris Hall
    • Attorneys
    • Our Team
    • Morris Hall Core Values
    • Communities We Serve
      • Carefree
      • Chandler
      • Flagstaff
      • Mesa
      • Oro Valley
      • Phoenix
      • Prescott
      • Scottsdale
      • Sedona
      • Tucson
    • Career Opportunities
  • Estate Planning Services
    • Advanced Estate Planning
    • Asset Protection
    • Power of Attorney
    • Trust Administration and Probate
    • Wills and Trusts
  • Resources
    • Blog
    • Do I Need an Estate Plan?
    • Elder Law Reports
    • Elder Law Resources
      • Phoenix Elder Law
      • Tucson Elder Law
    • Estate Planning Problems
    • FAQs
    • Probate Resources
      • Probate
      • Flagstaff Probate
      • Phoenix Probate
      • Sedona Probate
      • Tucson Probate
    • Published Books
      • Don’t Go Broke in a Nursing home
      • Tax Free Money for Long-Term Care!
    • Recent Law Changes and Improvements Affecting Arizona
      • Update My Living Trust
    • Reports
    • Videos
    • What to Do When Death Occurs
      • What Not To Do When Someone Dies
      • Who To Contact After A Loved Ones Death
  • Reviews
    • Testimonials
    • Review Us
  • Locations
  • Events
    • Seminars / Webinars
    • Past Webinar Recordings
  • Contact
    • Consultation Policy
    • Contact Us
    • Discounts

How to Prepare for Your Estate Planning Consultation

July 30, 2014 by Morris Hall, PLLC Leave a Comment

You did it! You’ve taken the first step in creating your estate plan by scheduling an initial consultation. Now what? The most important factor in determining whether your estate plan will be successful is the amount of information you provide to your estate planning attorney.

Often times, clients appear at their initial consultation without any asset information or an idea of the type of plan they want or need. Many simply schedule a consultation because they know they need something in place.  As a consequence, an estate plan may not be as comprehensive as it should or could be because important missing information.

To make your estate planning consultation, and ultimately your estate plan, more effective, we recommend that you attend your consultation prepared with the following information:

  • Personal information – this includes address (physical and email), phone numbers, social security numbers, and names and spellings of children and other loved ones you intend to include in your estate plan.
  • Asset information – this includes an estimate of your current estate size (e.g. the combined value of all your real property, investments, life insurance, bank accounts, personal effects, etc.).  Specifying the size of the estate and the types of assets helps the attorney decide what estate planning option will best suit your situation.
  • Dispositive plan – Simply put, how do you want your property distributed upon your passing?  Not only should this plan include beneficiary names and the amount each beneficiary should receive, it should also include who you want to serve as trustees, agents, guardians, and powers of attorney.  The purpose of having a plan to bring to your consultation is to provide the attorney with a road map in developing your estate plan.

At MH, we welcome anybody who desires to establish an estate plan, regardless of preparation.  We know that having all these things in place requires time and may be difficult or impossible to do prior to your consultation. That’s okay. If your circumstances permit, take the time to gather the discussed information prior to your consultation; the consultation will be more effective and your estate plan more successful.

Contributed by MH Phoenix Estate Planning Attorney, Darren L. Richardson.

What the Attorneys of Morris Hall Can Do For You:
The attorneys at Morris Hall have 100’s of years of combined experience ensuring that families’ assets are protected from probate, unnecessary taxes, creditors, ex-spouses and Medicaid spend-down.  The attorneys also help those in Arizona to apply for and receive Medicaid assistance and Veterans Benefits.  Our Arizona offices are located in Phoenix, Mesa, Scottsdale, Cave Creek, Tucson, Prescott, Flagstaff and Arrowhead.    Contact us today at 888.222.1328 to schedule an appointment!

This blog should be used for informational purposes only.  It does not create an attorney-client relationship with any reader and should not be construed as legal advice.  If you need legal advice, please contact an attorney in your community who can assess the specifics of your situation.

  • Author
  • Recent Posts
Morris Hall, PLLC
Morris Hall, PLLC
Company at Morris Hall, PLLC
For more than five decades, Morris Hall has been providing quality estate planning legal services for its clients seeking opportunities to preserve wealth and assets through estate preservation plans.

In fact, estate planning, asset preservation and probate law have been our only areas of practice. We are proud to have helped thousands of individuals of all levels of wealth and assets, people concerned about protecting their families from the devastating legal and financial effects of disability and death.
Morris Hall, PLLC
Latest posts by Morris Hall, PLLC (see all)
  • Getting Ready for Retirement: Top 10 Tips - March 29, 2023
  • What Is a Durable Power of Attorney? - March 28, 2023
  • The Parental Division Dilemma: How to Divide Your Estate - March 27, 2023

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

MH logo

Main Office

7600 N 16th St, Ste 105

Phoenix, AZ 85020

Phone: 602-249-1328

Fax: 602-248-2887

Subscribe to Our Newsletter

For a sample Click Here

Offices

Our law firm proudly serves many areas in Arizona. See all of our locations here.

Our law firm proudly serves the state of Arizona.  See all of our locations here.

Toll Free: 888-222-1328

Mon-Thur: 8:00am – 5:00pm
Fri: 8:00am – 4:00pm

  • Linkedin
  • Twitter
  • Facebook
  • Youtube
  • Instagram

Need an Estate Planning Lawyer in Arizona?

Looking for an estate planning attorney near you? We have office locations in Phoenix, Mesa, Chandler, Scottsdale, West Valley, Carefree, Prescott, Sedona, Flagstaff, Tucson, and Oro Valley in Arizona so please visit us at the location that is closest to you.

  • © 2023 American Academy of Estate Planning Attorneys, Inc All rights reserved.
  • Disclaimer