What To Expect In Our Consultations
For most folks, the idea of estate planning can be a little uncomfortable. But, the truth is, the hardest part is often working up the will (pun intended!) to make the first call. At Nadler Biernath, we do our best to make the process painless, taking care of our clients and helping solve their problems. We’re here to give you peace of mind. We’ve seen how difficult things can be when people don’t have estate plans in place. When guardianship is needed or a special needs child isn’t protected, families can struggle—emotionally and financially—sorting everything out.
If you’re still feeling nervous about the process, or intimidated by the potential time commitment, we wanted to share what a typical consultation might look like. Of course, every family is different, and every family’s needs are different. We don’t like one-size-fits-all solutions. But, for our new clients, we can still give you a good idea of what to expect, what to bring and what to think about beforehand.
What our process looks like
After you contact us to schedule, we send you straightforward intake forms to email, fax or mail back to our office before we meet. With a special needs planning consult, for example, we’d ask for family details, like names and ages of spouses or children, and financial information, like account types and approximate amounts in each account.
Having the forms ready to go at our first chat lets us start off with a substantive conversation. It gives us a broad picture of your needs so we can begin to ask the right questions.
Once we meet (which may be over the phone due to the COVID-19 pandemic—more on that below), our attorneys will ask about what you’re looking for from our office. We’ll also want to hear about family dynamics, like stepchildren, the relationship between adult kids or an ex-spouse.
After that, we can make recommendations based on your needs, helping weigh in on whether to seek guardianship or set up a certain type of trust. Most of our clients leave that first meeting visibly relieved. In fact, we’re pretty proud of how often people tell us it wasn’t nearly as hard as they’d thought it would be.
How to get ready for your consult
Before your consult, you don’t need to research every estate planning option or start learning Georgia statutes. Instead, think about the big questions—the things we can’t answer for you:
- Who do you trust to involve in your estate plan? You’ll want to consider family members and friends who you trust financially, or who you’d want to care for your minor or incapacitated children.
- Who do you want to leave your assets to? What if your children are still minors?
- What assets do you have? We need to know what types of assets you hold (property, retirement accounts, investments), how much they hold and how they’re titled—not the account numbers or exact amounts.
How we’re operating during the COVID-19 pandemic
For now, we’re continuing to see clients virtually, but that hasn’t changed the way we do our consults. We miss seeing folks face-to-face, but we also respect that our client population and their families are often at higher risk for serious coronavirus complications. Most people prefer phone calls, though we can also set up secure, password-protected Zoom calls. We’re hoping to begin slowly reopening our office to clients in the near future, though we’ll always make client and staff safety our priority.
Speak With an Atlanta Estate Planning Lawyer
At Nadler Biernath, we know estate planning isn’t the easiest thing to think about. However, we work hard to make the process simple for our clients. We have experience handling all aspects of estate planning, special needs law and elder care law. Call us today at 770-999-9799 to schedule your initial consultation to discuss how we can help your loved ones.