ELLIOTT AT LAW
Estate planning — before we talk
Jon Elliott Robinson | Lead Trial Attorney

Start with the people and decisions that matter to you. You do not need to
choose documents before the conversation.

[ ] Think about the people and responsibilities your plan should account for.
[ ] Consider who you would trust to make decisions if needed.
[ ] Note any will, trust, power of attorney, or other existing planning document.
[ ] Identify important changes since those documents were prepared.
[ ] Write down what you want a new or updated plan to accomplish.
[ ] List your questions about the documents, process, and potential costs.

Keep financial account numbers, identification information, and confidential
documents out of an initial email. Ask what to share and how to share it.

This checklist is general preparation information, not individualized legal
or tax advice. The appropriate approach depends on your circumstances.
An inquiry does not establish an attorney-client relationship.

Contact Elliott At Law: 512-643-3293 | jon@elliottatlaw.com