What Is A Meeting With An Estate Attorney Like?

greensburg estate attorney

In many cases when a loved one passes away, it is necessary to meet with an estate attorney to discuss how best to proceed to ensure your loved one’s affairs are wrapped up appropriately. 

Often, this process requires an estate to be opened and the formal process of probate to occur. 

During an estate consult we often discuss the steps of opening an estate, probating a Will, how an individual’s estate will be disbursed if there is no will, as well as how to best go about wrapping up the decedent’s affairs. 

Initial estate consultations are utilized to discuss what all assets the decedent had at the time of death, what all assets are probate property versus what assets transfer automatically to potential joint owners, what assets are taxable and what remaining expenses and/or debts need to be paid. 

It is helpful if a client obtains a death certificate prior to an estate consultation, and in addition, brings with them to the consultation the Last Will and Testament of the decedent, any documentation of assets owned by the decedent, as well as any outstanding bills or expenses paid on behalf of the estate, such as funeral or final medical bills. 

All of this information can assist the attorney in providing proper legal advice and advising the client on how best to proceed. 

At Bononi & Company we help our clients navigate through all the steps from beginning to end, ensuring everything is handled properly with ease, and working to make what we understand to be a very difficult time, be just a little bit easier.


If you have any questions about the topic discussed in this article, or any estate planning matter, please give us a call at Bononi & Company 724-832-2499.


The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

Privacy Policy

This privacy policy discloses the privacy practices for www.bononiandbononi.com. This privacy policy applies solely to information collected by this web site. It will notify you of the following:

  1. What personally identifiable information is collected from you through the web site, how it is used and with whom it may be shared.
  2. What choices are available to you regarding the use of your data.
  3. The security procedures in place to protect the misuse of your information.
  4. How you can correct any inaccuracies in the information.

Information Collection, Use, and Sharing 
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information 
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

  • See what data we have about you, if any.
  • Change/correct any data we have about you.
  • Have us delete any data we have about you.
  • Express any concern you have about our use of your data.

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

We also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.


Our Privacy Policy may change from time to time and all updates will be posted on this page.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at 412-832-2499