Meeting with a Wills and Trusts Attorney

Meeting with a wills and trusts attorney for the first time can be a little intimidating. What you should do is try to relax as much as possible. Take a few deep breathes before you open the door to the attorney’s office and then walk in with confidence.

Think of the first meeting you have with the wills and trusts attorney as a business consultation. Be on time and dress appropriately. Be polite and give the attorney the opportunity to get to know you a little bit and vice versa. This provides you both with the chance to get to know one another informally before you jump right into the legal reason that brought you there.

Allow the probate lawyer to do the talking to start out with. He needs to get the background facts on the situation facing you which is why you have to let him ask you questions initially and not jump right in with plenty of questions of your own. There will be time for that later.

The more prepared you can be for your first meeting the better it will be for both of you. You are likely to impress the wills and trusts attorney if you have all of the necessary documents on hand. Being organized can also help you to feel more at ease in the company of the probate lawyer. The more you know about wills or trusts the easier it will be for you to explain and articulate your position to the attorney.

At the consultation you need to make sure that all pertinent information is shared with the lawyer. You need to relate not just all of the good things inherent in your case but the bad things as well (if there are any bad aspects that is). Be aware that everything that you disclose to the attorney is subject to attorney-client privilege and therefore will not leave the room. Even if you do not decide to hire the person he or she is still bound by this privilege.

Being honest with the wills and trusts attorney is the best policy and it will bode well for you if you should decide to hire this particular individual to represent your case. The attorney needs to know all of the information and to have all of the facts upfront and at his disposal.

If the probate lawyer decides after hearing everything from you that he wishes to represent your case then there will be a process that is educational in nature that must take place. Take the time to find out what a few lawyers have to offer you before you settle on the one that is most suitable for you.

What you need to seek from the probate lawyer is practical and down to earth legal advice that you can use. Let the lawyer provide you with different scenarios for your circumstances and the possible outcomes and consequences of each. After that you can discuss each scenario in more detail and at length after you have mulled over your options in your own mind.