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FREQUENTLY ASKED QUESTIONS > Estate Planning Questions & Answers > WHAT SHOULD I DO TO PREPARE TO MEET WITH MY ESTATE PLANNING ATTORNEY?

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When you are preparing for your initial meeting with your estate planning attorney, you should be prepared with the following:

 

1.         A list of all real estate and all other assets, with an estimate of the current fair market value. 

            A Confidential Estate Planning Client Information Worksheet is available by calling Gary Connett.

 

2.         Copies of any existing estate planning documents, i.e. wills, community property agreements,                  durable powers of attorney, and any existing trust documents.

 

3.         A list of all insurance policies showing face amounts, cash values, named insured, and the names of all      beneficiaries and contingent beneficiaries.

 

4.         Copies of any business documents such as partnership agreements or stock purchase agreements.

 

5.         Account and Beneficiary Designation information on any retirement plans and insurance policies.

 

 

You might also want to think about the following:

 

1.         What are your goals, aspirations, needs and desires in doing this planning?  We will want to design           the plan so that it specifically satisfies those purposes.

 

2.         Who will you want as your personal representative in the case of a will, or as a backup or             contingent trustee in the case of trust planning?  You can select anyone you choose, including corporate or bank trustees, with the exception that the person you select cannot have ever been convicted of certain crimes. 

 

3.         Who do wish to appoint as a guardian if you have minor children?

 

4.         Do any of your children or grandchildren have special educational, medical or physical needs?

 

5.         Are there any special planning needs or creditor protection issues to address for emotionally or financially unstable children or heirs, or for children from previous marriages?

 

6.         Are there any Charities or others you wish to provide for, other than immediate family?