Telling Your Estate Planning Attorney What You Know

When you’ve decided it’s time to develop an estate plan, you’ll need to set up an appointment with an estate planning attorney. There will be times when your talk with your estate planning attorney becomes awkward or personal, and you will feel compelled to withhold certain facts. Withholding information, on the other hand, could harm your estate plan. The quality of your estate plan is determined by how much information you disclose with your estate planning attorney. Interested readers can find more information about them at Thomas-Walters, PLLC
This implies that your lawyer can only plan based on the facts you provide. The attorney creates an estate plan based on the client’s goals and the information that the client wishes to disclose. If the client has goals for their plan that they refuse to discuss, the attorney may not be able to devise a strategy to attain those goals. More often than not, the client withholds information that could drastically alter the strategy due to fear of embarrassment or discomfort. To ensure that the finest estate plan is established, family concerns or personal concerns of potential heirs must be shared with the estate attorney. It may not be something you want to share with everyone if your child has an addiction issue, but it is something you must share with an estate planning attorney to safeguard that child’s inheritance and well-being. In preparing an estate plan, estate planning attorneys will almost certainly rely on information provided by the client, rather than doing their own research of the facts.
Once the attorney-client relationship begins, the attorney is held to a high standard of secrecy. This means that any confidential information you choose to disclose with the attorney will be kept private. Deep dark family secrets and problems that are improper to discuss with family members or the broader public are kept between the attorney and the client, and this information is kept private even after you pass away. There is no reason to be afraid about sharing and bearing all with your attorney now that this standard has been established. They’ve heard it all before and shouldn’t be surprised. To ensure that there are no issues down the future, it is vital to be open and honest with the estate attorney.