Once you’ve selected your attorney for estate planning, it’s time to prepare. It’s not pleasant to think about your death, but considering your wishes in advance of the meeting will help it go smoothly. While you don’t have to know all the answers, it’s important to think about your plan and write down any questions you have for your attorney. While this is not a complete list, here are some good starting points before you meet with your attorney for estate planning in Boca Raton. Your attorney will let you know about anything else you need to bring to your meeting.

1. Consider These Questions

These questions are a good starting point and, of course, you will likely come up with more.

  • Who will serve as executor of your will?
  • Do you wish to have a living will?
  • Will you assign powers of attorney?
  • Would you like to provide instructions for your funeral?
  • Who would you choose to receive your property?

You should come into your meeting with answers whenever possible.

2. Gather Life Insurance Policies to Meet With an Attorney for Estate Planning in Boca Raton

Bringing a copy of your policies, and be aware of what type of policy you have, the benefit amount and who benefits.

3. Put Together a List of Family Names and Contact Information

Write out a detailed list of family members including spouse, children, stepchildren, and grandchildren, etc. Be sure to include contact information.

4. Prepare an Inventory of Belongings and Real Estate

Before meeting with an attorney for estate planning in Boca Raton, consider your belongings and any real estate you own. For any real estate property, be sure to have the address, ownership interest, market value, and if there is a mortgage, have an updated balance. For other belongings, get an inventory together. This includes things like antiques, jewelry, cars, and any other items. 

5. Gather Financial Information, Including Non-Retirement and Retirement Info

You’ll need to be ready with information for things like bank accounts, investments, and more. Know where the accounts are held, if the accounts are sole or joint, and the approximate value. For retirement accounts, have beneficiary information available as well. 

If you’re ready to meet with an attorney for estate planning in Boca Raton, contact the experienced estate planning attorneys at K/S Law. We have the experience you need when it comes to detailing your wishes and planning your estate. Call us today at (561) 939-8042!