Estate Planning Series - Part 5 - Planning Questions to Consider

Estate Planning Series - Part 5 - Planning Questions to Consider
Zachary J. Montgomery JD, CPA, CFE
Written By: Zachary J. Montgomery, JD, CPA, CFE
Managing Member
Published On: 
May 26, 2023

This is the fifth blog in our Estate Planning Considerations series. In the previous blog, we addressed whether you should share your estate plan with your family. In this blog, we will explore essential questions to discuss with your family before meeting with an estate planning attorney. Preparing for an estate planning meeting with an attorney can be a significant step in securing your family's future and protecting your assets. However, involving your family in the process is equally important to ensure their understanding and cooperation. These discussions will help facilitate a more productive and comprehensive estate planning experience.

1. What are our family's goals and values?

Understanding your family's goals and values is crucial when creating an estate plan. Discuss with your loved ones their priorities, such as preserving family wealth, supporting charitable causes, or ensuring the education of future generations. Aligning your estate plan with your family's collective values will provide a solid foundation for decision-making.

2. Who should be involved in the decision-making process?

Identify the key family members who should participate in the estate planning discussions. This may include your spouse, children, or other close relatives. Determine their level of interest and involvement in financial matters and their willingness to take on roles such as executor, trustee, or guardian. Clarifying these roles early on will help streamline the estate planning process.

3. What are our current assets and liabilities?

Compile a comprehensive overview of your family's assets and liabilities. This includes financial accounts, real estate, investments, business interests, and outstanding debts. Understanding the extent of your assets will enable your estate planning attorney to provide appropriate advice and ensure that your estate plan reflects your specific circumstances.

4. Are there any special considerations or family dynamics to address?

Discuss any unique circumstances or family dynamics that may impact your estate plan. Consider situations such as blended families, dependents with special needs, family members with creditor issues, or potential conflicts between beneficiaries. Addressing these complexities in advance allows your attorney to develop strategies that address your family's specific needs.

5. Do we have any specific wishes for healthcare and end-of-life decisions?

Talk about your family's preferences for healthcare and end-of-life decisions. Discuss topics such as medical treatments, organ donation, and appointing a healthcare proxy or power of attorney for healthcare. Having these conversations in advance ensures that your wishes are known and can alleviate potential stress during challenging times.

6. How can we minimize estate taxes and maximize wealth transfer?

Explore strategies to minimize estate taxes and facilitate the smooth transfer of wealth to future generations. Discuss the implications of gift-giving, charitable giving, and establishing trusts. Understanding the available options will allow your estate planning attorney to develop a tax-efficient plan that preserves your family's wealth.


Engaging your family in meaningful conversations before meeting with an estate planning attorney lays the groundwork for a more productive and personalized estate planning experience. By addressing these essential questions, you can have more assurance that your estate plan reflects your family's goals, values, and unique circumstances. Open communication and collaboration with your loved ones and an experienced estate planning attorney are vital to creating a comprehensive estate plan that protects your legacy.

Remember, estate planning is not a one-time task but an ongoing process. It's important to review and update your estate planning documents periodically to reflect any changes in your circumstances, such as births, deaths, marriages, or divorces. Working with an experienced estate planning attorney can provide valuable guidance and support throughout this process.

In the next blog of the Estate Planning Considerations series, we will explore the following topic: Whether a Family Member Should Serve as Executor or Trustee.

Contact Provident Legal Counsel today to discuss your estate plan. Schedule a Consultation or call (214) 432-6100.

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Zachary J. Montgomery JD, CPA, CFE
Written By: Zachary J. Montgomery, JD, CPA, CFE
Managing Member
Published On: 
July 6, 2023
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