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Charleston Estate Planning & Asset Protection Blog

Sunday, December 23, 2018

Preparing for Your First Meeting with Your Estate Planning Attorney

What questions should I ask my estate planning lawyer?

As the New Year approaches, now is the time to tackle an item that may have been on your to-do-list for quite some time—creating an estate plan.  Fewer than half of all Americans have an estate plan in place, but continuing to go without one could have serious implications for your family should you untimely pass away.  Now is the time to make an appointment with an estate planning attorney to start on the journey of planning for the next generation. With your appointment scheduled, review the following steps to prepare for meeting with your new estate planning attorney:

  • Create a list of your assets and liabilities:  Your estate planning attorney will need to gather an accurate picture of your assets and liabilities in order to best assist you in creating a strong estate plan.  You can aid the process by bringing with you a list of your assets and liabilities to the initial meeting, including major items like your home, car, insurance policies, and the like.  

  • Give thought to your last wishes:  You will want to walk into your estate planning meeting with some sense as to how you would like your assets distributed upon your death. You may want to decide who you want to receive certain sentimental items, or consider how you want your expensive assets distributed.  If you have minor children, you will also want to decide whom you would want to care for them in the event you and your spouse both passed away.
  • Consider the personal representative:  Your personal representative will be in charge of settling your estate’s liabilities and distributing its assets per the terms of the will.  The job of a personal representative is an important one, and your choice of personal representative should be made with care. Consider who in your life is suited for the position before your estate planning meeting.

  • Decide who should make decisions if you cannot:  Part of your estate plan will consist of naming an individual who will make medical or financial decisions on your behalf if you are incapacitated.  Start to think now about who you would trust to play this vital role in your life.

Giving some advance thought to your estate planning meeting can help you and your attorney to craft the ideal estate plan in as few sessions as possible.  Get started planning for your future today.


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Wiles Law Firm, LLC helps clients with their estate planning needs in Charleston, South Carolina and the surrounding areas such as West Ashley, Summerville, North Charleston, Mount Pleasant, and John's Island.

Information on this website is not legal advice. Further, viewing of the enclosed information does not create an attorney-client relationship with Wiles Law Firm, LLC. Matters will be handled by attorneys who primarily practice out of our office in Charleston County located at 852 Lowcountry Blvd., Ste. 101, Mt. Pleasant, SC 29464. M. Emerson Wiles, III is the attorney responsible for this advertisement.

Any result Wiles Law Firm, LLC may achieve on behalf of one client in one particular matter does not necessarily indicate similar results can be obtained for other clients. Please contact a South Carolina estate planning attorney or one of our attorneys with Wiles Law Firm, LLC for a consultation regarding your unique estate plan.



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