Estate planning is a critical step toward securing your future. If you’ve already scheduled an estate planning appointment with your lawyer, you’re on the right track. Now, there are a few steps you must take to ensure you get the most out of your meeting. Here, the experienced team from the Law Offices of Drew F. Davis in Cameron, MO, explain how you can prepare for the appointment. 

Estate Planning 101

1. Make a List

Before you head to your appointment, jot down a quick list of questions you have for your lawyer. You may think you’ll remember them, but it’s easy to forget when the time comes. For example, you may have questions about medical directives, or what to do if your family contests your will.

2. Bring Key Documents

Bring a current financial statement, your most recent investment, bank, and retirement statements, and any previous estate planning accounts. You also should bring the deed to your home, as well as any premarital or prenuptial agreements. If you have a life insurance and retirement plan, bring those along, too. Finally, if you have one, don’t forget your annuity contract.

3. Gather Contact Information

Bring the contact information of several individuals of importance to your plan. Make a list of phone numbers, emails, and addresses of your professional advisors, such as CPAs or general practice attorneys. If you have a long-term health condition, gather the information of your practitioner as well as any specialists you see. Next, bring the contact information of your family members as well as those you may want to list in positions of authority, such as trustees, executors, and agents. If you have a few favorite charities, keep those in mind, too.

Preparing for your upcoming estate planning meeting will help make the process simple and stress-free. For support from an experienced lawyer who will help you secure an advantageous plan, call the Law Offices of Drew F. Davis in northwest Missouri today at (816) 632-7575. You may also visit the law firm online to learn more about their services, including help with traffic ticket violations and real estate law.