Most Trust and estate planning attorney will provide you with a questionnaire prior to your meeting. These common estate planning questions cover your current family situation, financial assets, real property, retirement savings, life insurance, business interests and estate planning goals. It allows us to tailor an estate plan to your individual circumstances.
To get the most out of your estate planning consultation, you should bring:
• Your completed questionnaire – or at least a good idea of the value of your assets and how they are titled.
• Any questions you gathered from online research and conversations with friends and family.
• Any previous Wills, trusts, durable power of attorney, healthcare proxy and living will.
• Any prenuptial agreements.
• Your long-term care insurance policy (if applicable).
• If a business owner, paperwork relating to your organizational structure.