Illustrative attorney-authored format · 3 min read
How to prepare for an estate-planning consultation
A little preparation can make a first conversation more focused and productive.
Bring a practical inventory
Make a list of major assets, debts, insurance policies, retirement accounts, real estate, business interests, and accounts with beneficiary designations. You do not need perfect records to start, but a broad picture is helpful.
Think about people and roles
Consider who you trust to act as executor, trustee, guardian, financial agent, and health-care decision-maker. It is usually helpful to think about alternate choices as well.
Write down your questions
Questions about family needs, incapacity, taxes, probate, or an existing plan are all worth bringing to the meeting. An attorney can help distinguish general information from advice that fits your own circumstances.