10 Questions to Ask Your Estate Attorney

Someone preparing for an estate planning meeting may not know what they should be asking—or what information they should leave the meeting with. This guide gives them 10 practical questions they can bring to a conversation with an estate planning attorney.

Is This Guide for You?

Whether you’re creating an estate plan for the first time or reviewing an existing one, knowing what to ask can help you make the most of your conversation with an attorney.

This guide covers questions around:

Protecting your assets and loved ones
Wills, trusts, and powers of attorney
Planning for future changes
Understanding what happens next

Our diverse team is proud to offer translation services in English, Spanish, Greek, and Albanian, minimizing language as a barrier to receiving counsel without judgment.

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Satellite Office Location

480 Broadway,
Saratoga Springs, NY 12866

Located at Palette Community

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Main Office Location

10 Utica Avenue,
Latham, NY 12110

Satellite Office Location

1473 Erie Boulevard, 2nd Floor,
Schenectady, NY 12305

Located at Peterson, Campoli and Associates, CPA's PLLC