Initial Interview

Initial Interview

In the initial interview we will discuss your family circumstances and the persons you want to benefit from your assets presently or after death.  This will include identifying your spouse, children and any other beneficiaries, including noting any special needs or circumstances, and fiduciaries (personal representatives, trustees, attorneys-in-fact) to carry out your estate plan.

We will discuss your assets and how they are held.  This would include those held individually and those held with another person.  This would include a review of current beneficiary designations you may have on any bank, investment and retirement accounts or life insurance policies or other assets.

Working together we will develop an estate plan that meets your family’s specific goals and objectives.

Depending on your unique circumstances, the following documents, as well as others, may be discussed.


Living Will

A Living Will expresses your desire that extraordinary and artificial means not be used to keep you alive if there is no possibility of your recovery from a terminal illness or condition.  Life support and nutrition and hydration (food and water) may be withdrawn or withheld to allow you to pass away peacefully.


Healthcare Surrogate

Under this document you may designate a person (surrogate) to make medical decisions and to receive medical information on your behalf if you are seriously ill or injured and are unable to make your own medical decisions as to your care.

Durable Power of Attorney

A Durable Power of Attorney permits a named person (the attorney-in-fact) to act on your (the principal’s) behalf without the judicial appointment of a guardian or conservator of your property.  The attorney-in-fact is given broad powers to manage your assets and financial affairs.  This may include handling of bank or investment accounts, paying bills, selling or buying assets, filing annual tax returns and making certain tax elections, as under an Individual Retirement Account of annuity, etc.

Business Entities

The formation of a company to hold certain assets, such as real estate, may be discussed.  These include closely held corporations, limited liability partnerships and limited liability companies.