Preparing For Your First Estate Planning Meeting

estate planning

estate planning

Estate planning may sound like a daunting task, but the process itself can be easier than you might imagine, particularly if you go in to the first meeting well prepared.

When meeting with your attorney, he or she will guide you through the various choices you will be asked to make, so that you end up with a set of documents that reflect your intentions, according to a story on

Here are seven things you should do to prepare:

  • Put together a list of assets and liabilities.
  • Determine if there are any personal items you want to leave to a particular person.
  • Consider who has the skill and willingness to be your representative.
  • Learn about trusts for your children and grandchildren.
  • Start to consider who might be trustees.
  • Decide who should make medical choices for you.
  • ┬áDetermine who should take care of your financial affairs if you cannot.



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