Estate planning is easier when the important information is organized before the first meeting. Your lawyer will still ask detailed questions and tailor the plan to your circumstances.
People to consider
- Who should act as executor, and who could act as an alternate?
- Who should receive the estate, and what should happen if a beneficiary dies first?
- Are any beneficiaries minors or otherwise in need of a trust or special planning?
- Who should make financial or personal-care decisions if you become incapable?
Property and obligations
- Real estate and how title is held.
- Bank, investment, pension, insurance, and business interests.
- Personal property with financial or sentimental importance.
- Debts, guarantees, support obligations, and digital assets.
Review the plan over time
Marriage, separation, children, a move, business changes, major purchases, and changes in an executor’s circumstances can all justify a review. Store signed documents securely and make sure the appropriate people know how to locate them.
A checklist helps the conversation, but the legal effect of a will depends on careful drafting, proper execution, and your individual circumstances.