How to Prepare for Your Estate Planning Meeting
Preparing a little information in advance can help make your estate planning meeting more productive. Use this page to gather relevant documents, think through questions you would like to discuss, and complete the questionnaire that best fits your situation.
Before Your Meeting
To help make your estate planning meeting as productive as possible, gather any documents and information that may be relevant to your family, assets, and existing estate plan
- Existing wills, trusts, powers of attorney, advance directives, or other estate planning documents
- Deeds for real estate you own
- Recent statements for bank, investment, retirement, and annuity accounts
- Life insurance information and current beneficiary designations
- Prenuptial, postnuptial, separation, or divorce agreements, if applicable
- Information about business ownership or business succession plans
- A list of questions or concerns you want to discuss
Complete Your Estate Planning Questionnaire
Before your meeting, please download and complete the questionnaire that best fits your situation. These worksheets help Michelle-Shari understand your family, assets, concerns, and planning goals so your meeting can be as productive as possible.
Single With No Children or Adult Children
For individuals with no children or with adult children.
Don't have everything yet?
That's okay. Gather what you reasonably can before your meeting. If you are unsure whether something is relevant, bring it with you or make a note to discuss it with Michelle-Shari.
Submitting your questionnaire
Because these worksheets may contain sensitive personal and financial information, please contact KrussLaw P.C. for instructions on how to securely provide your completed questionnaire.
Ready to Start Planning?
If you are ready to begin your estate planning process or have questions about preparing for your meeting, contact Michelle-Shari to schedule a consultation.