How To Prepare For Your First Estate Planning Meeting

Happy mature Couple in Meeting With AdvisorEstate planning may sound daunting, but the process itself can be easier than you might imagine, especially if you go in to the first meeting prepared.

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

Here are seven things you should to to prepare:

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

If you have questions about estate planning, feel free to contact us for a consultation at (626) 696-3145.

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