Five Things to Consider Before Your Estate Planning Consultation
A simple, practical guide to help you feel prepared — not overwhelmed — before your first estate planning conversation.
Estate planning often feels intimidating, especially if you’re not sure where to start or what will be asked of you. This free guide was created to help remove some of that uncertainty and give you clarity before you ever sit down with an attorney.
There’s no pressure and no obligation — just straightforward information to help you take the next step with confidence, when you’re ready.
What this guide helps you do
This guide walks you through some of the most common considerations that come up during an estate planning consultation, including:
The types of decisions you may be asked to think about ahead of time
Information and documents that are helpful to gather in advance
Common areas where people feel stuck or unsure
Questions worth considering before you meet with an attorney
The goal isn’t to have all the answers — it’s to help you feel more grounded and prepared.
This guide is for you if…
This resource is helpful whether you are:
Just beginning to think about estate planning
Revisiting a plan you created years ago
Married, unmarried, a parent, or not a parent
Feeling unsure about where to start or what applies to you
Estate planning isn’t only for “later” or for a certain stage of life. It’s for anyone who wants clarity and peace of mind around the future.
Just Remember…
You don’t need to make decisions today.
You don’t need to have everything figured out.
You don’t even need to know what you need yet.
This guide is simply a starting point — a way to learn, reflect, and move forward at your own pace.
Download the free guide
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**This guide is for general educational purposes only and does not constitute legal advice. Estate planning laws vary by state and individual circumstances. Ortego Law Firm is based in Katy, Texas.