How Do I Schedule A Consultation With a Will And Trust Lawyer

A consultation with a will and trust lawyer is often the beginning point for most people looking to plan ahead. Planning for the future is one of the most important steps you can take to ensure your loved ones are cared for and your wishes are respected. Whether you are drafting a will, establishing a trust, or updating an existing estate plan, consulting with a skilled will and trust lawyer is the critical first step. At Kania Law Office, we strive to make the process of scheduling a consultation straightforward and stress-free. Here is everything you need to know about getting started.

Why Schedule a Consultation with a Will and Trust Lawyer?

A will and trust lawyer provides essential guidance on various estate planning matters, including:

• Drafting wills that reflect your specific wishes and comply with Oklahoma law.
• Establishing trusts to protect your assets and minimize estate taxes.
• Updating existing estate plans to reflect major life changes.
• Advising on guardianship arrangements for minor children.
• Ensuring your estate plan aligns with tribal laws, if applicable.

Often, when people try to take on these above steps on their own, mistakes are made that end up having to be undone by a legal professional. A lawyer will know exactly what you can and cannot do with your estate as well. As such, it leaves less room for someone to contest your final wishes. Working with an experienced attorney helps to ensure that your documents are legally sound and tailored to your specific needs.

Steps to Schedule Your Consultation

At Kania Law Office, we strive to make scheduling a consultation as simple as possible by providing the following ways of contacting us:

• Phone: Call our Tulsa office at (918) 743-2233.
• Social Media: By messaging any of our social media pages, you can be connected directly to our firm.
• Online Form: Visit our website and fill out the consultation request form. Be sure to include your name, contact information, and a brief description of your needs.

To help prepare for your consultation, you should prepare to provide basic information about your estate planning needs, such as:

• Whether you need a new will or trust or want to update existing documents.
• The types of assets you wish to include in your plan.
• Any specific goals or concerns you have, such as protecting minor children or avoiding probate.

Our team will work with you to find an appointment time that fits your schedule. We offer both in-person consultations at our office and phone conferences for your convenience. While we can try to accommodate walk-in appointments, we cannot always guarantee a lawyer will be in the office at the time you arrive. To avoid this happening, we encourage you to call ahead to make an appointment.

Preparing for a Consultation

To help prepare for your consultation, you should prepare to provide basic information about your estate planning needs, such as:

• Whether you need a new will or trust or want to update existing documents.
• The types of assets you wish to include in your plan.
• Any specific goals or concerns you have, such as protecting minor children or avoiding probate.

Further, it’s often important to have relevant documents and information ready. Some examples are:

• Existing wills, trusts, or estate plans.
• A list of your assets and liabilities.
• Contact information for potential beneficiaries and executors.

Bringing these materials will allow your attorney to provide more tailored advice during your meeting. If you are unaware or unable to bring these items initially, a lawyer can still provide information to you to the best of their abilities.

What to Expect During Your Consultation

Your initial consultation is an opportunity to discuss your goals, ask questions, and learn about the estate planning process. During the meeting, your attorney will:

• Explain the legal tools available to achieve your objectives.
• Provide recommendations based on your unique circumstances.
• Outline the next steps and associated costs.

At the end of the consultation, you should have a clear understanding of how our office can assist you in creating a comprehensive estate plan. If there is any questions or confusions later on, an attorney can discuss it further with you later on as well.

Estate Planning Lawyers Near You

A consultation with a will and trust lawyer is not only beneficial for you, but your legal counsel. An effective consultation can not only help establish good rapport, but it also allows the attorney to thoroughly explain the process at length. At our firm, we will do our best to make sure your estate is exactly the way you wish to leave it should the worst happen.

If you need help to create a valid will or create a trust, contact our estate planning attorneys at Kania Law Office by calling us at (918)–743-2233 or online.