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Things Needed To Prepare For Estate Planning

When the time comes to begin estate planning, there are a few things you need to know to help you prepare to sit down with one of our attorneys. Depending on your wants and needs, our attorneys will work with you to develop an estate plan that will protect your property and give your loved ones a sense of relief knowing they’re prepared. Our firm guides individuals and families through the estate planning process by helping them understand their options and use the estate planning tools that are most beneficial in their circumstances like wills, trusts, general durable power of attorney, healthcare power of attorney, and living wills. Here are some things you should know to help prepare you to plan your estate. 

Fill Out Our Estate Planning Questionnaire

The first step to planning your estate starts with filling out the estate planning we have in place on our website. This will help us understand what you’re looking for so we can begin to prepare. 

Gather Your Financial Documents

This information includes (but is not limited to) deeds, bank statements (both personal and for any business you may own), Trademark, patent and copyright registration certificates, as well as any life insurance policy information if applicable. 

Any + All Estate Planning Documents

if you already have executed estate planning documents like a will, trust, etc. we will need to review all of those documents in order to properly execute the estate planning process. 

Divorce/Premarital Agreements

It’s important that your estate plan should comply with any divorce or premarital agreements as well as any other contract you may have in place.

Have A(n) Executor or Health Care Agents In Mind

It doesn’t make much difference if you decide to leave your estate to your spouse or children, but you should have someone (or multiple) people in mind. It’s recommended that (and best) that you speak with that person(s) before listing them as an executor or health care power of attorney. 

While this is only a short list of things you need to have together before your first meeting with our attorney, we will let you know of any other documents that we may need in order to complete your estate plan. For any and all questions you may have regarding estate planning or any of the legal services we offer, please feel free to reach out to us! We’re always here to help! 

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