June 24th, 2026

Before You Draft Your Will: How to Prepare for a Consultation with an Estate Planning Attorney

 

Thinking about your legacy, considering your estate plan, or wondering how to get ready for that first meeting with an estate attorney? In this video, Gross McGinley Partner Eric R. Strauss explains how to prepare for a meeting with an estate planning lawyer so you can make the most of your time and walk away with a plan that fits your life.

You’ll learn:

  • Why “do‑it‑yourself” or online wills may not reflect what you really intend
  • What information to gather in advance
  • How questionnaires help your lawyer design a tailored estate plan
  • Issues to consider with closely held businesses, second marriages, vacation homes, farms, and other unique or legacy assets
  • Why tax efficiency matters in your estate planning

Attorney Strauss also discusses what to expect at your first estate planning meeting, why an in‑person conversation adds value beyond online forms, and how experienced attorneys help you avoid problems before they arise. To schedule a meeting with an estate planning attorney, please call (610) 820-5450.

📍 Gross McGinley, LLP | 4 Offices across Eastern Pennsylvania

The content found in this resource is for informational reference use only and is not considered legal advice. Laws at all levels of government change frequently and the information found here may be or become outdated. It is recommended to consult your attorney for the most up-to-date information regarding current laws and legal matters.