What is the first step in the estate planning process? Where do I begin? We can get you from point A to point B – start here.
Most people simply do not know which questions to ask themselves in order to begin the estate planning process and it can feel overwhelming. With so many unknowns and a lot of decisions to make, estate planning is often put on the back burner. At the Law Offices of Michael Kuldiner, P.C., we encourage future clients to start sorting through their information to prepare for their first estate planning consultation. Rather than using up several meetings finding out where you stand, we encourage preliminary research to get to the important questions.
That is why we prepared this downloadable checklist – with the Estate Checklist| Meeting Planner or DIY Guide, everything will seem a bit clearer and the first meeting will be time well spent.
Whether or not you choose our office to handle your estate planning matters, we hope you will utilize this tool as part of your process. Please call our office if you have any questions regarding the content of this document, (215) 486-8171.
** This document and its information is not, nor is it meant to be, legal advice. You should always speak with a lawyer for advice regarding your situation. Michael Kuldiner represents clients in Bucks County, Montgomery County, and Philadelphia Pennsylvania.