Checklist: Questions to Ask an Attorney About Creating a Trust

Introduction

Creating a trust is one of the most meaningful ways to protect your aging loved one's financial future and ensure their wishes are carried out appropriately. However, the process can be complex and overwhelming, particularly during an already emotionally challenging time. When meeting with an attorney to discuss establishing a trust, having a structured approach to your questions will help ensure you gather all the necessary information while demonstrating thoughtful preparation.

The following comprehensive list of questions is designed to guide your conversation with trust attorneys, organized by key areas of consideration. Remember that a good attorney will appreciate your thoroughness, as it helps them provide more tailored advice. These questions will not only help you select the right attorney but also ensure the trust created truly addresses your loved one's specific needs and circumstances.

Before your consultation, review these questions and mark those that seem most relevant to your situation. Consider bringing a notebook to record the attorney's responses, as the information shared will likely be detailed and nuanced. With these questions in hand, you'll be well-equipped to make informed decisions about creating a trust that protects your loved one's legacy.

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