Getting Your Ducks In A Row: How To Prepare For Your Initial Estate Planning Consultation

Posted On December 9th, 2020 by Michael Dunham

Dunham Legal Will Help You With Estate Planning

Nobody imagines themselves having to need a lawyer. Or maybe they just don’t want to imagine it. Either way, you always want to be on the right side just in case you do find yourself needing a lawyer. This is why it is absolutely crucial that you are fully prepared when going to your first consultation with your lawyer. 

There are quite a few things that you can do when it comes to preparing for your consultation. These can range from simply doing some study work to doing extensive research into past cases that are similar to yours. No matter what your situation or suit may be, it is always important to remember the following tips before going into your initial consultation. 

Questions, Questions, Questions: Preparing By Writing Down Your Concerns

Just as we were taught in grammar school, always doing your homework is the most important thing when it comes to achieving success. This same rule applies when prepping for your first consultation. It is important to brainstorm and write down all the questions you have when it comes to your lawyer and your case. This way, there’s no chance of forgetting any important questions that you need to be answered. Writing down any concerns or questions you may have is also a good way of doing research into past cases that are relevant or similar to your case. 

By bringing in a sheet of in-depth questions, you are also showing your dedication and commitment to your case and your lawyer. This will result in a much smoother process for your case and help improve the communication between you and your lawyer.

Say What You Need To Say: Write Down Everything You Want To Say To Your Lawyer

When it comes to having your first consultation, most people find themselves with cold feet and even colder feelings. It’s only human nature to feel a bit nervous when going to meet with a lawyer about your case, especially if it’s your first time. This happens to almost everyone, and they all end up forgetting something important they may have wanted to say or ask. This is why it’s imperative to write down on a sheet of paper everything you plan on saying to your lawyer. 

Just as I said about writing down your questions earlier, writing down everything you want to say will give you more confidence and self-assurance of what exactly you want from your lawyer and your case. This will also give your lawyer more of a concrete idea of where you want to take your case and what your expectations are of them. 

All You Need Is Love: Bring The Family Along For Support

Sometimes, it’s best to have the ones we love have our backs. This even applies when it comes to dealing with your first consultation. While not every case is the same, it’s important to have someone who will provide support and care for you just if something goes wrong. 

Even though this care and support are important, it is important to know that client-lawyer confidentiality is thrown out the window the second a third party joins the initial consultation. While no one can say for sure that your lawyer would, but there is the possibility of your loved one or friend being subpoenaed for your trial.