Elder Law Report

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