How To Prepare Estate Planning Documents
What should you bring to a first estate-planning meeting? Estate attorney Andrew Dósa sends a questionnaire covering three things: what you own, whom you trust to act for you, and your distribution wishes. As a shortcut, bring your latest account statements, not exact figures. He obtains property deeds himself through a title company, so mainly bring balances and key contacts.
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Answered by Andrew Dósa · Tacoma, WA and Oakland, CA
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Frequently Asked Questions
What should you bring to a first estate-planning meeting?
He sends a questionnaire covering three things: what you own, whom you trust to act for you, and your distribution wishes.
Do you need exact figures?
No—as a shortcut, bring your latest account statements rather than exact numbers; he obtains property deeds himself through a title company, so mainly bring balances and key contacts.
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