Long Island estate planning attorney Seth Schlessel (https://www.schlessellaw.com/5-questions-attorneys-will-ask-when-drafting-a-will-on-long-island/), of Schlessel Law PLLC, highlights why proactive estate planning is vital and outlines the key questions attorneys ask to guide clients through drafting a will. The process is one of the most important steps an individual can take to help ensure their wishes are honored and their loved ones are cared for. Yet, many delay this process, believing they either have insufficient assets or that estate planning is unnecessary at their stage in life.
The Long Island estate planning attorney explains, “Many people assume estate planning is something to be done later in life, but it’s truly important for adults at all stages. Without a will, you lose the ability to control how your assets are distributed, and it can create unnecessary stress for your loved ones.”
Schlessel notes that when consulting with a Long Island estate planning attorney, the process often begins by identifying the client’s primary objectives. Goals can vary widely—from providing for minor children and reducing tax burdens to planning for unforeseen medical emergencies. “The key to successful estate planning is clarity,” Schlessel explains. “Understanding what you want to achieve makes all the difference.”
Attorneys also discuss family dynamics to create a tailored plan that reflects the testator’s unique circumstances. Schlessel emphasizes that understanding family structures is crucial. “Questions about minor children, relationships with ex-spouses, or whether any children have special needs help shape the will to meet everyone’s best interests,” Schlessel says. Addressing these factors can help clients avoid potential pitfalls and help ensure their wishes are respected.
A thorough financial assessment is another cornerstone of the will-drafting process. Schlessel advises clients to take inventory of their assets and liabilities. “It’s important to understand the full scope of your estate—what you own, what you owe, and how to protect it,” Schlessel explains. For clients with larger estates, the discussion may include options such as setting up trusts to minimize tax liabilities and simplify asset distribution.
Identifying beneficiaries and determining how assets should be distributed is often one of the most personal and significant steps in creating a will. Schlessel emphasizes that this is a chance to reflect on relationships and personal values. “You might want to leave a specific inheritance to a close family member or donate to a cause that’s meaningful to you,” Schlessel says. Additionally, attorneys guide clients in considering contingencies, such as alternate beneficiaries, to allow the estate plan to remain effective under various circumstances.
Equally important is selecting a trustworthy executor. “The executor of your will is responsible for carrying out your wishes,” Schlessel explains. “Choosing someone who understands your intentions and is prepared for the responsibility can make the probate process much smoother.” Seth Schlessel encourages clients to discuss the role with potential executors beforehand to confirm their willingness to serve.
Schlessel underscores that addressing these questions not only results in a well-crafted will but also brings peace of mind. “Estate planning is about more than just distributing assets—it’s about protecting loved ones and aligning your legacy with your values,” Schlessel says. The Long Island estate planning attorney also highlights the importance of revisiting and updating a will over time, particularly after significant life events such as marriage, divorce, or the birth of a child.
For Long Island residents, consulting with an experienced estate planning attorney such as Seth Schlessel is an essential step in managing this complex process. “Our goal is to help clients create a plan that truly reflects their wishes and safeguards their loved ones’ futures,” Schlessel concludes.
About Schlessel Law PLLC:
Schlessel Law PLLC, founded by Long Island estate planning attorney Seth Schlessel, can offer comprehensive legal services focused on estate planning, elder law, and trust administration. The firm is dedicated to helping clients handle life’s complex nature with personalized strategies that protect assets, honor legacies, and provide peace of mind for the future.
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Phone: (516) 574-9630
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City: Mineola
State: New York 11501
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Website: https://www.schlessellaw.com/