5 Questions to Ask Before Meeting with an Estate Planning Attorney in 2025

If you’ve been putting off meeting with an estate planning attorney, the start of a new year is a great time to finally take that step. It’s easy to delay when the process feels overwhelming or unclear—but estate planning doesn’t have to be stressful. A little preparation before your meeting can go a long way in helping everything feel manageable and productive.

To help you feel more confident and ready for your first meeting, here are five important questions to think about ahead of time. These will not only help you get organized but will also make the meeting more productive and meaningful.

1. What Do I Want My Estate Plan to Accomplish?

Take a moment to reflect on your goals. Are you focused on protecting your loved ones financially? Passing on a family business? Supporting a cause that’s important to you? Maybe it’s a mix of these. Having a clear idea of what matters most to you will help your attorney create a plan that truly fits your priorities.

2. Who Do I Trust to Handle Important Responsibilities?

One of the biggest decisions in estate planning is naming people to handle key roles, like executor, trustee, or healthcare proxy. Think about who you trust to act on your behalf if you’re unable to. Choosing the right person—or people—can make all the difference when the time comes.

3. What Assets Do I Own, and How Are They Currently Titled?

Before your meeting, it’s helpful to have a clear picture of your finances. Make a list of your assets—real estate, bank accounts, retirement plans, and anything else of value. Note how each is titled (e.g., individually, jointly, etc.) and whether you’ve already designated beneficiaries. This information is critical for creating an effective estate plan.

4. What Does My Family Situation Look Like?

Every family is unique, and your estate plan should reflect your personal dynamics. Do you have young children, a blended family, or a relative with special needs? Are there potential tensions or challenges among family members that could come into play? Being upfront about these details will help your attorney address them in your plan.

5. What Questions or Concerns Do I Have About the Process?

It’s normal to have questions—especially if this is your first time going through estate planning. Write down anything you’re unsure about, whether it’s related to legal terms, costs, or specific parts of the process. Bringing these questions to your meeting will help you feel more at ease and ensure you get the clarity you need.

Now is the perfect time to take the first step. Contact the Estate Planning Law Office of Jonathon L. Petty, Inc. today to schedule your appointment. Our team is here to guide you through every step of the process and help you create a plan that provides peace of mind for you and your loved ones. Call us at 559-374-2223 or fill out our online form, and we’ll get in touch to arrange an appointment at a time that works best for you.