How to Prepare for an Estate Planning Meeting

In this video, we break down the essential items to bring to your first consultation with an estate planning attorney.

Start with a beneficiaries list, outlining whom you want to inherit your assets and providing up-to-date contact information. Next, prepare a list of executors — trusted individuals you’d like to handle your estate and make decisions on your behalf if needed. Collect your financial records, including deeds, account statements, business agreements, and life insurance details.