Before meeting with a wills and trusts lawyer, take some time to gather essential documents, like a detailed list of your assets - think properties, bank accounts, investments, and business interests – to help facilitate the process. Don't forget to dig up records of your debts and liabilities – we'll need those to get a complete picture of your financial health. If you already have a will or trust, bring those documents as well. Round up the necessary documents that prove your family relationships, like your marriage certificate, divorce papers, and a list of beneficiaries. With this information, lawyers are equipped to offer truly individualized advice and a thoughtful estate plan that serves their clients well.