Estate Planning for First-Timers: What to Expect & How to Prepare

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Estate planning can feel overwhelming, especially when it’s unclear what’s expected of you and what your attorney will handle.  In this episode, Nick demystifies the estate planning process and explains exactly what to expect. You’ll learn how to prepare, what decisions are most important, and how to work together for the best results. Ready to take the guesswork out of estate planning? Tune in and get a better understanding of your role in the process.

Here’s some of what we discuss in this episode:

⚖️ Attorney’s Role: How your attorney shapes your estate plan with legal expertise

📋 Client Responsibilities: What you need to bring and share with your attorney

🗣️ Open Communication: The importance of transparency and honesty during the process

🏡 Family Dynamics: Understanding the role of family and asset distribution in your plan

👨‍⚖️ Partnering for Success: Estate planning is a partnership—what you bring and what your attorney provides

 

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