I send my prospective clients a Questionnaire to get them started before they get to the other side of my desk. If your potential Attorney does not do that you can still do a few things before you meet for your estate planning consultation, take a moment to write a to-do list regarding your Estate Plan. Making a list of documents you think you might need or questions you want to ask your attorney is a great way to reduce the stress of getting your plan together and doing some prep work on what types of documents you might need will also help you choose the right estate planning attorney for your needs. A list will lead to questions you will want to ask to make sure you pick the most qualified attorney for your estate planning needs. Here are a few things you can do to prepare:
Evaluate Your Assets
Many people think that estate planning is only for individuals with tons of assets and money which is incorrect. Your estate includes everything you own, investments, business interests, digital accounts, retirement funds, and more. Make a list to begin getting organized.
Start Gathering Information Regarding your Digital Accounts in One Place
Individuals today have so many digital assets, and they will need to be settled as part of your estate plan. It can be difficult for your family to navigate your accounts and resolve them once you pass. To make this process easier, write down instructions complete with login information in preparation for your estate planning consultation.
Start Thinking About Who You Would Trust To Be Your Personal Representative
Your Personal Representative will oversee administering your will and making proper decisions for your medical and financial needs, so this person needs to be reliable. Read this old blog post for more details on what this role entails and some tips on choosing the right one for your needs.
Heidi S. Webb, Attorney at Law, serves clients all over the state of Florida with Estate Planning and Probate. She has offices in Daytona Beach and Melbourne but can meet via phone or Zoom with clients statewide. Contact her today to schedule a free consultation. Visit her page on Facebook or see what her clients are saying to learn more about Heidi at www.heidiwebb.com.