Estate planning can be stressful and overwhelming, but with some advanced preparation before meeting with an estate planning attorney, the process can be less intimidating. While no one likes to think about dying, being prepared is very beneficial to your family and can provide some peace of mind. With assistance from Thornton Law Firm, the estate planning process can be an easy item to check off your to-do list.
Here are 3 important things to prepare before meeting with an estate planning attorney:
- Names and contact info for beneficiaries – Whether you are planning to donate to your favorite charities or name family members as your beneficiaries, you’ll need everyone’s full name and contact information.
- Bank, investment, and retirement statements – These statements will provide a picture of your assets which will be included in your estate plan. Take the time to find the contact information for these accounts before meeting with an estate planning attorney.
- List of questions – This is the perfect time to ask the attorney everything you ever wanted to know about estate planning. Write down your questions ahead of time to make the best use of your time together.
To make the meeting with an estate planning attorney more efficient and productive, take the time to prepare some of these key components beforehand. Also, it’s a good idea to bring any estate planning documents, such as old wills, that have already been previously prepared. As the owner of Thornton Law Firm in the Raleigh area, I am happy to meet with you and create an estate plan. Contact me to get started today.