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Estate Planning·

What Happens During an Estate Planning Consultation — and What You Should Bring

If you're thinking about setting up an estate plan, one of the first questions you probably have is: what actually happens during the consultation? The short answer is this: it's a conversation. You do not need to show up with every document you've ever signed. The goal of the consultation is to talk through your situation, your goals, and your options.

By David A. Yergey III · Yergey & Yergey, P.A.

What Happens During an Estate Planning Consultation — and What You Should Bring — Yergey & Yergey P.A., Orlando

If you're thinking about setting up an estate plan, one of the first questions you probably have is: what actually happens during the consultation? The short answer is this: it's a conversation. You do not need to show up with every document you've ever signed. The goal of the consultation is to talk through your situation, your goals, and your options.

Attorney Advertising. The information on this blog is for general informational purposes only and does not constitute legal advice. Reading this article does not create an attorney-client relationship with Yergey & Yergey, P.A. For advice specific to your situation, please contact our office to schedule a consultation.

This article is intended as a general overview and does not address every fact pattern or recent change in Florida law. Florida statutes are amended regularly; consult a Florida-licensed attorney for guidance specific to your matter.

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Yergey & Yergey, P.A. — Orlando, Florida

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