Consultation prep
Free Consultation Checklist
A simple checklist of documents and questions to prepare before a will, trust, probate, or fiduciary consultation.
Bring what you have, not perfection
You do not need everything organized before asking for help. This checklist simply makes the first consultation more useful.
Helpful documents
- Current will or trust documents
- Property deed or mortgage statement
- Beneficiary information for accounts and insurance
- List of major assets and debts
- Names of people you trust to help make decisions
- Death certificate and court papers if someone passed away
Helpful questions
- Am I trying to avoid probate, protect a home, update documents, or handle an estate?
- How urgent is this?
- Who needs to be involved?
Common questions
What families usually ask next.
Can I request help without all documents?
Yes. Start with what you know.
Is the consultation free?
The initial consultation request is free and no-obligation.
Who will contact me?
The goal is to route you to a local professional fit for your location, urgency, and type of issue.