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Unleashed - How to Thrive as an Independent Professional

250. Maureen Pritchard on how to get started with your estate plan

Released: Mar 31, 2020

Maureen Pritchard is a trust and estates attorney based in New York City.

In today’s episode, Maureen discusses:

What information you should gather before meeting with a trust and estates attorney What is the benefit of creating a will? What are the benefits of creating a trust? What are the considerations in designating a guardian for your children? What other documents, besides a will or trust, should be included in an estate plan? How much will it cost to have the documents prepared? Why not use LegalZoom? How to select a trust and estates attorney

Maureen kindly shared several documents that can help you get started:

12 tips for guardianship

Estate Planning Worksheet

Will Design Sheet

Contact info for Maureen is on her firm’s website:

https://www.wpaslaw.com/