What to Expect at Your Estate Planning Consultation

Thinking about estate planning but not sure what happens in the first meeting? In this episode, we break down what to expect during an initial estate planning consultation with Short & Stevens Law and why the intake questionnaire is so in-depth. If meeting with an estate planning attorney feels overwhelming, this conversation helps make the unknown feel a lot more manageable. In this episode: • What happens before your first consult with Short & Stevens Law • Why our questionnaire is so detailed • How attorneys build your estate plan • What signing day looks like • Why funding your trust matters after the documents are signed If you’ve been putting off estate planning because it feels intimidating, this is a good place to start. #EstatePlanning #TrustPlanning #Probate #WillAndTrust #estateattorney Learn more: https://shortandstevenslaw.com