PREPARE THE PLANNING CONVERSATION
Broad questions only. Do not choose legal documents or enter private personal, family or financial facts here.
Legal Services · FREE PREPARATION PACK
Estate-planning consultation and follow-through workbook
Before an estate-planning consultation, it can help to separate what you want to discuss from which documents an attorney may recommend. This helpful preparation resource from PickYourPro.ai gives you a place for broad goals, a non-sensitive readiness inventory and questions about the proposed engagement. It also helps you distinguish receiving drafts from the attorney's separately defined execution, implementation and future-review support. It is not an estate plan or a substitute for private legal advice.
Download free PDF ↓Ready for proposals? Start a request ↗
Preparation only, not legal or tax advice, an estate-plan form, document recommendation, signing or witnessing instruction, transfer or beneficiary direction, deadline calculation, or attorney-client relationship. Do not enter names, asset values, account details, health information, sensitive family facts or private document contents. Ask counsel directly about any time-sensitive concern.
START HERE
How to use this resource
Use neutral labels such as G1 for a planning question and E1 for an existing document. Record only whether an item can be located and whether its version needs clarification; do not copy its contents or storage location here. After a private consultation, use the attorney's descriptions to map proposed deliverables to your questions and identify who will explain the next steps. Leave legal choices and instructions to qualified counsel.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
MAP READINESS TO FOLLOW-THROUGH
Use labels only. This is a readiness map, not an inventory of assets or a legal document checklist.
CHECK CONSULTATION READINESS
Tick what is ready. A checked box does not confirm that any legal planning work is complete.
QUESTIONS FOR THE ATTORNEY
Ask about the planning engagement, not promised outcomes. Record general scope answers, not private legal advice.
COMPARE THE PLANNING ENGAGEMENT
Use A and B in every box. A document package and a supported follow-through process may cover different work.
USE IT RIGHT NOW
Estate Planning Attorney preparation checklist
- Write broad planning questions without naming people, describing assets or making a document choice.
- Distinguish a first planning conversation from a review of existing work; let counsel define the engagement.
- Use neutral labels to record whether existing documents can be located and whether their version is uncertain.
- Ask the firm what information it needs for conflicts and how to provide sensitive information privately.
- Ask the attorney to explain proposed deliverables, the planning questions they address and anything excluded.
- Separate draft review from attorney-defined execution and implementation support; do not infer that all stages are included.
- Clarify what follow-up record you receive, who explains outstanding responsibilities and when the engagement ends.
- Compare relevant experience, the same service stages, communication, fees, expenses and future-review terms in writing.
Questions to ask an estate-planning attorney
- How does your practice experience relate to the broad estate-planning goals I want to discuss?
- What do you need before the consultation, and how should I provide conflict-check information and existing documents privately?
- How will you explain the proposed deliverables and connect them to the goals discussed, including exclusions?
- What draft-review, execution and implementation support is included, who handles each part and what is separate?
- What record of completed work and outstanding responsibilities will I receive, and who can clarify it?
- How are fees, scope changes, the end of this engagement and any later review or update work described in writing?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai only if you choose, then start an Estate Planning Attorney request. Share only broad, non-confidential goals so participating pros can compete with proposals. Compare experience, scope, fees and fit. A request does not create an attorney-client relationship.
Start a new request ↗Participation and availability vary. A private consultation and conflicts check may be needed before engagement.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
Download the five-page pack ↓One request. Every pro’s best offer.
More help with your next step
Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 14, 2026. This pack has not been independently reviewed by a licensed specialist.
- ABA: Estate Planning Information & FAQs ↗
Primary professional-association overview used only for the distinction between personal planning goals and work discussed with professional advisers. Linked legal topics are not document recommendations; the original worksheet provides no legal instructions.
- FTC: Hiring a Lawyer ↗
Official consumer resource used for questions about relevant experience, who performs the work, communication, scope and written fee arrangements. No fee amounts, legal rules or outcome predictions are reproduced.
Linked organizations do not endorse PickYourPro.ai. Report a correction.