Sharing Information With Your Estate Planning Attorney

When you finally decide that it is time to make your estate plan you will have to schedule a meeting with an estate planning attorney. There will come a point when the conversation with your estate planning attorney may get uncomfortable or personal and you feel that you should not reveal everything and hold some information back.

Your estate plan is only as good as how much you share with your estate planning attorney. This means that your attorney can only make a plan with the information they are given. If you want to plan for the future and protect your assets, then you can visit our website.

The attorney makes the plan for your estate based on the goals of the client and the facts the client chooses to share. If there are goals that the client has for their plan, but refuses to share then the attorney might not be able to make a plan to achieve those goals. More often there are facts the client will hold back out of fear of shame or discomfort that can dramatically alter the plan.

Family problems or personal problems of potential heirs must be shared with the estate attorney to make sure the best estate plan is made.

If a child has an addiction problem, it may not be something you want to share with everyone, but it is something that must be shared with an estate planning attorney to protect that child's potential inheritance and their wellbeing.

Estate planning attorneys are most likely going to rely on information that is provided to them by the client in making a plan, and not do any independent investigation of the facts.