Preparing for Your Estate Plan Meeting

Before your initial estate planning meeting with Paul Holland, it is helpful to consider your goals and priorities. Estate planning involves more than document preparation—it is about protecting your family, preserving assets, and ensuring that your wishes are carried out.

Common objectives include:

• Planning for incapacity
• Providing financial security for family members
• Avoiding probate
• Protecting inheritances from divorce or creditors
• Minimizing taxes, fees, and administrative costs
• Directing assets to intended beneficiaries

Completing the estate planning questionnaire in advance allows the meeting to focus on thoughtful discussion rather than information gathering.

Information to Bring to the Meeting

Please gather the following items:

• Recent bank and investment statements (first page only)
• Deeds to real estate
• Life insurance policy information and beneficiary designations
• Business ownership documents
• Information regarding inheritances or trust interests

Having this information available allows for more efficient and accurate planning.

Topics We Will Discuss

With Paul’s guidance, you will:

• Review family, financial, and personal circumstances
• Outline how and when assets should be distributed
• Select fiduciaries, including Executor and Trustee
• Appoint a Guardian for minor children, if applicable
• Designate Health Care and financial decision-makers
• Provide guidance regarding funeral arrangements
• Name alternates for key roles

Professional Guidance at Every Step

Questions often arise during the planning process, and they deserve careful attention. Holland Probate Law is committed to guiding you through each decision with clarity and care. Paul will work with you through the initial meeting and any follow-up discussions to ensure that your estate plan reflects your wishes and provides lasting protection for your family.