The Friendly Face of Estate Planning: What to Expect When Meeting with an Estate Attorney

As estate planning attorneys, we understand that meeting with a lawyer for the first time can be an intimidating experience. Many people are unsure of what to expect and are nervous about the process. However, we want to assure you that our firm is a welcoming and comfortable place where you can feel at ease discussing your estate planning needs.

When you walk into our office, you will immediately notice that we have created a relaxed and inviting environment. Our team is made up of individuals who have worked together for many years, and we all enjoy coming to work every day. We believe that this positive energy translates into our interactions with our clients, and we pride ourselves on getting to know you as a person, not just a case file.

During our initial consultation, we will discuss your goals and concerns for your estate plan. We want to understand your unique situation, so we can tailor a plan that fits your needs. We will also take the time to explain the different options available to you and answer any questions you may have. You can count on us to listen carefully to your needs and provide you with honest and reliable advice.

One important aspect of estate planning is planning for incapacity. We will discuss with you the importance of having a financial power of attorney in place. A financial power of attorney is a document that allows you to appoint someone to manage your financial affairs if you become incapacitated. This is an important document that will give you and your loved ones peace of mind, knowing that your affairs will be taken care of if you are unable to do so.

It is also important to note that the State of Georgia has recently come out with a state power of attorney form. While this does not mean that a power of attorney you may have put in place five or ten years ago is invalid, it is still important to make sure that you have a current and valid power of attorney in place that complies with the state's requirements. Our team can assist you in creating a power of attorney that meets your needs and complies with state law.

In conclusion, meeting with an estate planning attorney does not have to be a daunting experience. At CPMT, we strive to make the process as comfortable and stress-free as possible. We understand that estate planning is a personal and sensitive topic, and we are committed to providing you with the guidance and support you need to create an estate plan that fits your unique situation. We invite you to schedule a consultation with us to discuss your estate planning needs and see how we can help you achieve peace of mind for you and your loved ones.