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Unleashed - How to Thrive as an Independent Professional

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: