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First Meeting with Lawyer to Create an Estate Plan: Some Things You Will Need

Question:  I’m getting ready to meet with a lawyer to create an estate plan for passing on my assets to family members. How should I prepare for the first meeting?

Answer:  Typically, the initial meeting with a lawyer is educational. In this instance, you’ll want to come away with a clear idea of the next steps for creating an estate plan. However, ask your lawyer in advance about what to expect during the meeting and whether he or she charges for the first consultation.

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