Elder Law Report
Elder Law Report
Greg McIntyre, J.D., M.B.A.
Demystifying Your First Estate Planning Consultation: What to Expect
6 minutes Posted Jun 18, 2025 at 4:00 am.
Introduction to estate planning consultations
The conversational nature of consultations
Bringing previous documents to review
Setting goals and identifying pitfalls
Free consultation offer and contact info
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Show notes
Wondering what really happens during an estate planning consultation? Attorneys Greg and Jordan McIntyre pull back the curtain on this often-misunderstood process, revealing a surprisingly relaxed experience that's more like a friendly kitchen table conversation than a formal legal meeting. Far from being a high-pressure situation, estate planning consultations are designed to be comfortable and informative. As Greg shares, "The best part of my day was meeting with this client, getting to kn...