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Personal Finance (Not Investing) • Advice on high level Inheritance / Estate Plan

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No. Your job is to tell the lawyer your objectives. The lawyer’s job is to recommend how best to accomplish it. If you try to do the latter it will substantially increase the cost of the project.
My bad, I asked the wrong question which did not reflect what I intended to do, i.e. to provide my information and goals:
... We plan to provide the "General information" and "Inheritance Plan" to prospective attorney(s) and ask them (1) what issues they see with what we want to do, and (2) how best to achieve what we want to do (plus recommended changes) from an estate planning attorney perspective. We intent to use the Basic Estate Plan and Other considerations as notes for questions but won't share with prospective attorneys prior to our discussions. ...
I edited the original question to : "Does providing the "General information" and "Inheritance Plan" above seem like a reasonable starting point for discussion with prospective estate planning attorneys?", and added a question "Would you have any advice on our Basic Estate Plan and Other considerations above?".

Thank you for your feedback.
Still no.

I read through half of it, it didn't make a lot of sense, it's just going to increase your costs and friction with the attorney.

Statistics: Posted by Lee_WSP — Fri Mar 29, 2024 12:39 am — Replies 5 — Views 640



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