If you don't designate beneficiaries, your assets will go through the probate process, and the state will decide where they go. Even though you might feel you have plenty of time to list your beneficiaries, nobody can predict the future. Try to include each person's most up-to-date contact information in your estate plan documents.Īt Trustworthy, we encourage our clients to make a beneficiaries list as soon as possible. Who, for instance, do you want to inherit your house and your cars? Who should inherit your precious collection of stamps? Make a list of the beneficiaries you wish to designate in your estate plan, together with the assets you want them to inherit. Here is a list of what to bring to your initial estate planning consultation provided by the professionals at Trustworthy.

This list should only be used as a general guide your attorney may need further details. Your lawyer will use this information to create an estate plan that meets your needs and goals. Prenuptial agreements, divorce agreements, and other important contracts and The things you should bring to an estate plan meeting include the following: Knowing what to bring to an estate planning meeting can make you feel more comfortable when you go into an attorney's office for the first time. You know you are going to a meeting where someone will ask about your final wishes and many more uncomfortable questions. A consultation with an estate planning attorney is often a stressful experience.

Checklist fo estate planning