You can make an appointment with a lawyer with little or no preparation. However, you can take steps toward estate planning now, so that when you attend your appointment, your lawyer can offer informed advice.
Start by making a list of all your assets and debts. Make note of bank accounts, stocks, bonds, real estate property. List any other important assets.
Consider the size of your estate. Regardless of the size, you will need a will. You will also need to appoint one or more individuals to manage your assets and carry out your instructions. Make a list of people you trust to act for you.
Start thinking about which ones would be most appropriate in various roles, such as trustee, the executor of your will, or an agent for managing your personal care.
These decisions benefit from the assistance of a qualified attorney, but thinking about these questions now can save time and facilitate the process.
Get used to making lists. If you have already spoken to any other professionals regarding your estate, write them down too. This list will not only be useful in forming a complete portrait of your situation to your lawyer; it will also benefit your heirs once your will becomes active, because they will know who to contact.
The list of your assets and debts, if you keep it current, will also be useful later on. It will allow the executor of your estate to take immediate action. He can expedite the payment of your debts and proceed with the division of your assets.
Although beginning your lists now is useful, do not become so involved in preparation, you delay making your appointment. Your lawyer will advise you on any important information that is lacking.
To discuss your situation with a qualified attorney who will make informed recommendations about the future of your estate, call the Law Office of Richard Nevins. Fill out the form. An experienced attorney trained in estate law will do everything possible to make sure the future of your estate is addressed according to your wishes.