What to Expect at Your First Estate Planning Meeting

Preparing for an estate planning consultation doesn’t have to feel intimidating. In fact, at McIntyre Elder Law, we strive to make the experience as comfortable and conversational as sitting down at your kitchen table.

Whether you’re meeting with Attorney Greg McIntyre, his son Attorney Jordan McIntyre, or another member of the team, our goal is simple: to get to know you, understand your wishes, and help you build a plan that protects your legacy.

It Starts with "How Can I Help You?"

Greg reflects on a recent client meeting, describing it as the best part of his day. Why? Because it felt like a genuine, relaxed conversation. That’s the mindset we want every client to bring to their consultation.

Think of it this way: just like asking your kids, “How was your day?” over dinner, your estate planning attorney will begin by asking, “How can I help you?” From there, the conversation unfolds naturally.

What to Expect

Attorney Jordan McIntyre shares that he starts by learning about your family, trusted individuals, and assets. These are the building blocks of your estate plan. You don’t need to have every detail ready in advance — part of our job is helping you think through your options.

Here are some of the key areas we’ll explore:

Family Dynamics: Who do you trust to make decisions for you if needed?
Asset Inventory: What property or accounts do you own?
Your Wishes: How do you want your assets distributed? Are there specific goals, such as charitable giving or protecting a family member?

Should You Bring Existing Documents?

Yes! If you’ve created estate planning documents in the past — even if it was 5 or 10 years ago — bring them with you. Reviewing your current documents helps us understand your starting point and identify any changes that may be needed. As Greg mentions, we scan and keep these records on file for future reference, ensuring continuity and accuracy in your legal planning.

No Pressure - Just Planning

We know that some people associate legal appointments with stress. But estate planning isn’t a high-pressure situation. We’re not pulling teeth — we’re pulling out helpful information that will shape your plan.

Our attorneys will guide you through the process with warmth and clarity. We’ll help you: