These statements must list the names of the account owners, the account numbers, and the balances for each account. The first page of your most recent bank and investment account statements, including those for your checking, savings, money market, brokerage, pension, IRA, etc., must be brought with you. Make sure to attach a copy of the deed as recorded with your county recorder's office, as each new deed must have the legal description that appears on the preceding one. Your attorney has to know who holds the title to your real estate to put it into your trust. Related: I Lost My Power of Attorney Papers, Now What?Įven though your attorney doesn't need to have all of your asset papers at your initial consultation, giving them the following right away will make the process go much more quickly. To assist you in choosing the best candidates for those positions, your estate planning lawyer may walk you through all your alternatives. List of ExecutorsĪ list of the people you want to appoint as your estate's executors should also be brought with you.įor instance, who would you want to name as your power of attorney if you were to become incompetent and require someone else to make decisions regarding your estate?Įstablishing a medical power of attorney is also a good idea if you lose consciousness or cannot express your healthcare preferences.īring a list of any close family members and acquaintances you would trust to handle your estate in your absence, together with their most recent contact information. If you don't designate beneficiaries, your assets will go through the probate process, and the state will decide where they go. Even though you might feel you have plenty of time to list your beneficiaries, nobody can predict the future. Try to include each person's most up-to-date contact information in your estate plan documents.Īt Trustworthy, we encourage our clients to make a beneficiaries list as soon as possible. Who, for instance, do you want to inherit your house and your cars? Who should inherit your precious collection of stamps? Make a list of the beneficiaries you wish to designate in your estate plan, together with the assets you want them to inherit. Here is a list of what to bring to your initial estate planning consultation provided by the professionals at Trustworthy. This list should only be used as a general guide your attorney may need further details. Your lawyer will use this information to create an estate plan that meets your needs and goals. Prenuptial agreements, divorce agreements, and other important contracts and The things you should bring to an estate plan meeting include the following: Knowing what to bring to an estate planning meeting can make you feel more comfortable when you go into an attorney's office for the first time. You know you are going to a meeting where someone will ask about your final wishes and many more uncomfortable questions. A consultation with an estate planning attorney is often a stressful experience.
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