I just published a new YouTube video: How to Prepare for an Estate Planning Consultation in Arizona
If you’re preparing for an estate planning consultation in Arizona, you don’t need to bring a stack of documents. What matters most is having a general understanding of your goals and your assets.
In this video, I explain what we actually discuss during a first meeting: who you want your assets to go to, whether beneficiaries are minors or adults, whether assets are being split or going to one person, and whether spouses are planning jointly or separately. I also cover why a rough estimate of your total assets, including your home and accounts, helps determine what type of plan makes sense.
You don’t need deeds, bank statements, or a full financial portfolio before we talk. The first consultation is about understanding your situation and outlining your options.
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Duration: 0:2:11