San Antonio area (210) 826-1122
Seattle & Bellevue area (425) 296-2919

Prepare for your appointment with Paul Premack

Now that you have an appointment with Premack to do your Estate Planning:

There are 4 topics we cover to make an appointment:

Topic 1) The day and time of your appointment will be coordinated on the phone between you and the Office Manager. We try to make courtesy confirmation calls or emails the Monday or the Tuesday prior to a scheduled appointment.

Topic 2) Premack wants you to be prepared for your appointment. He needs complete information to best serve you. Also, knowing this information helps show you have legal capacity to meet with the attorney about your estate planning, as required by Texas law. Please have this information:

A - Current value of your assets. Please make a list of accounts with balances, real property, life insurance, IRAs, other retirement accounts, business interests, mineral rights, automobiles, stocks, bonds, etc. We do not need account numbers, but do need the approximate value and the name of banks and brokerages.

B - Current amount of your monthly income.

C - Current amount of your debts.

D - Bring photocopies of any existing legal documents pertaining to your estate. This might include the deed to your home, any other properties, business interests, oil interests, long term care insurance, funeral plans - and any existing Trust, Will, Power of Attorney, etc. Think of this as an opportunity to get organized!

E - Consider who will be serving in the different positions  for your estate planning. Please bring in ALL CAPITAL LETTERS the correct spelling of each person's name, address, email, & phone numbers.

1 - Who will be the Executor in your Will? Who will be two successor executors if the first choice cannot serve?

2 - Who will be the beneficiaries of your estate? Family? Friends? Organizations? Charities? Always think about your "Plan A" and then a "Plan B" in case circumstances change.

3 - What if you become disabled and cannot make your own financial or medical decisions? Who would you choose to be Agent and make your financial or medical decisions? Who will be two successor agents if the first choice cannot serve?

4 - We want you to avoid guardianship. Premack will discuss whether you need a "Declaration of Guardian”. If you fear someone would try to force a guardianship on you, this document allows you to tell the court who to appoint as guardian, and who you would completely reject as guardian.

5 - If it is determined that a Living Trust is a solution to your goals, who would you choose to be your Trustee, and two successor Trustees if your first choice cannot serve? Premack will not write documents for people when the documents are not needed, but wants you to explore all your options.

F - Bring your “List of Questions”, if you have any, about your situation and goals.

G - Bring your calendar to the appointment. It will be used to make a signing appointment (his goal) or to make a second consultation (if you need more time and input to help you make decisions).

Topic 3) New client consultation fee is $380. Follow up planning consultations, if needed, are $330. Each consult will go up to 1 hour. If you buy our current eBook THINKING BEYOND TOMORROW, let us know and we will credit the cost of the ebook ($10) to the cost of the initial consultation. At your consult, the Attorney will discuss any further document preparation fees once he knows what legal documents you need. He will give you a written fee agreement (Limited Engagement Agreement) setting out flat fees for those documents. He likes to quote flat fees so you know exactly what you are spending.

Our Reschedule Policy is on our website.

Topic 4) We are located at 8031 Broadway, San Antonio, TX. 78209. Click for a map. For security, we keep our doors locked. There is a bell and a knocker on the door. When we are expecting someone, like you, for a scheduled appointment we will greet you when you ring the bell or knock.