• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Levine, Furman & Rubin, LLC

East Brunswick Estate Planning Attorneys

Attend a Free Seminar 732-238-6000
  • Home
  • Our Firm
    • Advantages of Working With Our Firm
    • Attorneys and Staff Profiles
    • Communities We Serve
      • Mercer County
      • Monmouth County
        • Freehold Township, New Jersey
      • Middlesex County
        • East Brunswick
        • Edison
        • Monroe Township
        • Old Bridge Township
      • Ocean County
        • Jackson Township
        • Lakewood
    • Founding Attorneys
    • Multimedia
    • News & Events
    • Our Services
    • Speaker Connection
  • how we can help
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Wealth Planning
    • LGBTQ Estate Planning
    • Loss of a Loved One
    • Special Needs Planning
    • SECURE Act
    • Trust Administration & Probate
  • elder law
    • Caregiver Guidance
    • Coping With Alzheimer’s
    • Medicaid Planning
    • Veteran’s Benefits
  • Seminars
  • RESOURCES
    • DocuBank
    • Educational-Alerts
    • Elder Law Reports
    • Estate Planning Articles
      • The Importance of Retirement Planning
      • Reasons to Create a Living Trust
      • What to Include in Your Will
    • Estate Administration Consult Form
    • Newsletters
    • Pre-Consultation Form
    • Reports
    • Special Needs Resources
    • Trust Administration And Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Trust Administration & Probate Definitions
  • Reviews
    • Our Reviews
    • Review Us
  • Blog
  • Contact Us
Home » Preparing for Your First Estate Planning Consultation

Preparing for Your First Estate Planning Consultation

May 4, 2020 by Roger Levine, Estate Planning Attorney

Preparing for Your First Estate Planning Consultation

 Compliments of Our Law Firm,

Written By: The American Academy of Estate Planning Attorneys

You’ve made the decision to focus on your estate plan. It’s an important time and you’re not quite sure what to expect before meeting with an estate planning attorney. Odds are, it’s not nearly as overwhelming as you’re anticipating. There are a few things you can do to ensure you’re well-prepared for your first estate planning consultation.

First things first. Not sure where to start in terms of finding an estate planning advocate? It can seem like a shot in the dark, but there are factors that play a big role in finding the proper representation. While asking neighbors, co-workers and friends for recommendations is always a great place to start, don’t underestimate your own research efforts. One of the best indicators is if an attorney is associated with any organizations, such as the American Academy of Estate Planning Attorneys. Those who are part of a reputable organization must remain in ongoing educational compliance. This is a great place to begin your search.

Any estate planning attorney worth their salt is going to be interested in you, your family and other important elements that define you: your career, your expectations and what you think retirement should look like. You’ll discuss how many children or grandchildren you have, how many marriages you’ve had and other similar details. Next, you’ll discuss with your assets, such as your savings, your employer’s retirement plan and any goals you may have prior to retirement. Be sure to discuss any loved ones who may have special needs or other issues that are important for your attorney to know. Perhaps a trust can put into place important financial protections for that loved one after you’re gone.

Remember, it defeats the purpose to withhold information. Your estate planning attorney is your biggest ally and they will work with the information you provide to create a customized estate plan that accomplishes your goals in ways you didn’t know were possible.

Once you’ve discussed everything of importance, they will then draft the documents needed to complete your estate plan and will also give you an idea of what kind of turnaround time is needed to complete those documents. Once you receive them, you will be requested to closely review them for accuracy. And lastly, once any revisions are made, you’ll sign the legal documents and they will become your collective estate plan.

Remember, ask questions. If you still have questions, ask them again! Their goal is simple: to ensure you are well protected and are not left vulnerable. It’s a goal the two of you share. Leaving the office, you should have a complete understanding of everything you just discussed, the pros and cons of any decisions you need to make and a sense of satisfaction in knowing you’ve just partnered with a legal professional who is on your side and looking out for your best interests.

Primary Sidebar

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

DOWNLOAD OUR FREE ESTATE PLANNING WORKSHEET

There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.

FOLLOW US

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

WHERE WE ARE

East Brunswick (Main Office)
F-3 Brier Hill Ct.
East Brunswick, NJ 08816
Phone: (732) 238-6000
Fax: (732) 238-6055

MAP

Map

SATELLITE OFFICE

Jackson (Satellite Office)
19 N County Line Road Suite 3
Jackson, NJ 08527
Phone: (732) 238-6000
Fax: (732) 238-6055

OFFICE HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Footer

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

East Brunswick (Main Office)
F-3 Brier Hill Ct.
East Brunswick, NJ 08816
Phone: (732) 238-6000
Fax: (732) 238-6055

Map/Location

Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Jackson (Satellite Office)

19 N County Line Road Suite 3
Jackson, NJ 08527
Phone: (732) 238-6000
Fax: (732) 238-6055
Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

The information on this website is for general information purposes only. Nothing on this or associated
pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This
information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.
Privacy Policy | Terms of Service | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys
© 2023 Levine, Furman & Rubin, LLC. All Rights Reserved.