Estate Planning

What To Bring To Estate Planning Meeting (Checklist)

A couple reviewing documents and signing them
Trustworthy Icon

Ty McDuffey

Apr 15, 2023

A consultation with an estate planning attorney is often a stressful experience. 

You know you are going to a meeting where someone will ask about your final wishes and many more uncomfortable questions. 

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.

The things you should bring to an estate plan meeting include the following: 

Your lawyer will use this information to create an estate plan that meets your needs and goals. This list should only be used as a general guide; your attorney may need further details.

Here is a list of what to bring to your initial estate planning consultation provided by the professionals at Trustworthy. 

Things you should bring to an estate plan meeting (infographic)

1. Beneficiaries List

Make a list of the beneficiaries you wish to designate in your estate plan, together with the assets you want them to inherit. 

Who, for instance, do you want to inherit your house and your cars? Who should inherit your precious collection of stamps? 

Try to include each person's most up-to-date contact information in your estate plan documents.

At Trustworthy, we encourage our clients to make a beneficiaries list as soon as possible. Even though you might feel you have plenty of time to list your beneficiaries, nobody can predict the future. 

If you don't designate beneficiaries, your assets will go through the probate process, and the state will decide where they go.

2. List of Executors

A list of the people you want to appoint as your estate's executors should also be brought with you. 

For instance, who would you want to name as your power of attorney if you were to become incompetent and require someone else to make decisions regarding your estate? 

Establishing a medical power of attorney is also a good idea if you lose consciousness or cannot express your healthcare preferences.

Bring a list of any close family members and acquaintances you would trust to handle your estate in your absence, together with their most recent contact information.

To assist you in choosing the best candidates for those positions, your estate planning lawyer may walk you through all your alternatives.

3. Your Financial Records

Even though your attorney doesn't need to have all of your asset papers at your initial consultation, giving them the following right away will make the process go much more quickly.

Deeds to Real Estate

Your attorney has to know who holds the title to your real estate to put it into your trust

Make sure to attach a copy of the deed as recorded with your county recorder's office, as each new deed must have the legal description that appears on the preceding one.

Financial Statements

The first page of your most recent bank and investment account statements, including those for your checking, savings, money market, brokerage, pension, IRA, etc., must be brought with you. 

These statements must list the names of the account owners, the account numbers, and the balances for each account.

The ability to move accounts into a trust is impacted by the fact that many people have additional family members identified as co-owners on one or two of their accounts. 

Co-owned accounts should be reviewed with your attorney immediately to ensure that your estate plan appropriately addresses them.

Business Agreements

If you operate a business or have a stake in a partnership, your lawyer will require a copy of your business contracts, such as leases and buy-sell agreements. 

Without first knowing whether a business agreement has clauses governing the distribution of your stake upon death, especially if you have partners, your estate plan cannot be completed.

Certificates of Trademark, Patent, and Copyright Registration

Your trust should get an assignment of your intellectual property, either directly through the United States Patent and Trademark Office (USPTO) or through a different assignment.

Stock Certificates

Your attorney will require copies of your stock certificates to transfer your shares to your trust.

Life Insurance Information

What financial resources would your beneficiaries have after your passing? 

Even a modest life insurance policy's payment can make a big difference.

Make sure to provide copies of your insurance binders so that their value will be considered during the estate planning process. 

A standard insurance binder is a one-page document that includes information about the policy's owner, policy number, and death benefit.

4. Prenuptial Agreements, Divorce Agreements, and Other Important Contracts

Your estate plan should follow any prenuptial or divorce agreements. 

Additionally, it should adhere to the conditions of any prior agreement you might have made pledging to leave property to someone in your will.

5. A List of Your Questions

Bring all your questions to your initial estate planning consultation so your estate planning lawyer may address them.

Nobody expects you to display any degree of competence in estate planning, so feel free to ask questions about anything you don't understand. You have knowledge and experience in your field of business, and your attorney has knowledge and experience in theirs.

Do you need clarification on the distinctions between a trust and a will? Are you unsure if a revocable or irrevocable living trust is necessary? The impact of a recent divorce or your impending retirement on your estate plan may also be something you need clarification on. 

 Please feel free to ask about any of the following:

  • Estate planning documents' format, function, and operation

  • The effects of your estate planning decisions on taxes

  • The procedure your lawyer will follow (Scheduling, initial appointments, meetings to review documents, signing sessions, and any necessary telephone conferences in between)

  • Background and experience of your lawyer

  • How to determine your estate planning fees

Additionally, confirm that your lawyer will sit with you to review drafts. This allows you to confirm that your lawyer drafted the documents per your wishes. You can also ask your lawyer to clarify any provision of any document they ask you to sign.

Whatever the question, write it down and bring it with you.

Other Considerations

Your estate planning lawyer needs to know if any of your beneficiaries have special needs, are receiving (or are likely to receive) means-tested government assistance, appear likely to get divorced in the near future, struggle with any addictions, are currently in jail or have ever been in jail, or have debt-related problems.

How Trustworthy Can Help? 

Trustworthy Family ID screen

Trustworthy’s Family Operating System® allows you to keep all of your estate planning documents secure and organized. 

Trustworthy works to keep your estate planning documents safe at all times. You can readily access your estate planning documents with Trustworthy whenever and wherever you need them. You can also invite close relatives or reputable experts to amend your estate documents.

Trustworthy is a space that works for all. From bank-level security to customizable collaborations, Trustworthy does things that no other organization system can do.

Ditch your files and folders by starting your free 14-day trial today. 

Other Estate Planning Resources

Estate Planning

What To Bring To Estate Planning Meeting (Checklist)

A couple reviewing documents and signing them
Trustworthy Icon

Ty McDuffey

Apr 15, 2023

A consultation with an estate planning attorney is often a stressful experience. 

You know you are going to a meeting where someone will ask about your final wishes and many more uncomfortable questions. 

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.

The things you should bring to an estate plan meeting include the following: 

Your lawyer will use this information to create an estate plan that meets your needs and goals. This list should only be used as a general guide; your attorney may need further details.

Here is a list of what to bring to your initial estate planning consultation provided by the professionals at Trustworthy. 

Things you should bring to an estate plan meeting (infographic)

1. Beneficiaries List

Make a list of the beneficiaries you wish to designate in your estate plan, together with the assets you want them to inherit. 

Who, for instance, do you want to inherit your house and your cars? Who should inherit your precious collection of stamps? 

Try to include each person's most up-to-date contact information in your estate plan documents.

At Trustworthy, we encourage our clients to make a beneficiaries list as soon as possible. Even though you might feel you have plenty of time to list your beneficiaries, nobody can predict the future. 

If you don't designate beneficiaries, your assets will go through the probate process, and the state will decide where they go.

2. List of Executors

A list of the people you want to appoint as your estate's executors should also be brought with you. 

For instance, who would you want to name as your power of attorney if you were to become incompetent and require someone else to make decisions regarding your estate? 

Establishing a medical power of attorney is also a good idea if you lose consciousness or cannot express your healthcare preferences.

Bring a list of any close family members and acquaintances you would trust to handle your estate in your absence, together with their most recent contact information.

To assist you in choosing the best candidates for those positions, your estate planning lawyer may walk you through all your alternatives.

3. Your Financial Records

Even though your attorney doesn't need to have all of your asset papers at your initial consultation, giving them the following right away will make the process go much more quickly.

Deeds to Real Estate

Your attorney has to know who holds the title to your real estate to put it into your trust

Make sure to attach a copy of the deed as recorded with your county recorder's office, as each new deed must have the legal description that appears on the preceding one.

Financial Statements

The first page of your most recent bank and investment account statements, including those for your checking, savings, money market, brokerage, pension, IRA, etc., must be brought with you. 

These statements must list the names of the account owners, the account numbers, and the balances for each account.

The ability to move accounts into a trust is impacted by the fact that many people have additional family members identified as co-owners on one or two of their accounts. 

Co-owned accounts should be reviewed with your attorney immediately to ensure that your estate plan appropriately addresses them.

Business Agreements

If you operate a business or have a stake in a partnership, your lawyer will require a copy of your business contracts, such as leases and buy-sell agreements. 

Without first knowing whether a business agreement has clauses governing the distribution of your stake upon death, especially if you have partners, your estate plan cannot be completed.

Certificates of Trademark, Patent, and Copyright Registration

Your trust should get an assignment of your intellectual property, either directly through the United States Patent and Trademark Office (USPTO) or through a different assignment.

Stock Certificates

Your attorney will require copies of your stock certificates to transfer your shares to your trust.

Life Insurance Information

What financial resources would your beneficiaries have after your passing? 

Even a modest life insurance policy's payment can make a big difference.

Make sure to provide copies of your insurance binders so that their value will be considered during the estate planning process. 

A standard insurance binder is a one-page document that includes information about the policy's owner, policy number, and death benefit.

4. Prenuptial Agreements, Divorce Agreements, and Other Important Contracts

Your estate plan should follow any prenuptial or divorce agreements. 

Additionally, it should adhere to the conditions of any prior agreement you might have made pledging to leave property to someone in your will.

5. A List of Your Questions

Bring all your questions to your initial estate planning consultation so your estate planning lawyer may address them.

Nobody expects you to display any degree of competence in estate planning, so feel free to ask questions about anything you don't understand. You have knowledge and experience in your field of business, and your attorney has knowledge and experience in theirs.

Do you need clarification on the distinctions between a trust and a will? Are you unsure if a revocable or irrevocable living trust is necessary? The impact of a recent divorce or your impending retirement on your estate plan may also be something you need clarification on. 

 Please feel free to ask about any of the following:

  • Estate planning documents' format, function, and operation

  • The effects of your estate planning decisions on taxes

  • The procedure your lawyer will follow (Scheduling, initial appointments, meetings to review documents, signing sessions, and any necessary telephone conferences in between)

  • Background and experience of your lawyer

  • How to determine your estate planning fees

Additionally, confirm that your lawyer will sit with you to review drafts. This allows you to confirm that your lawyer drafted the documents per your wishes. You can also ask your lawyer to clarify any provision of any document they ask you to sign.

Whatever the question, write it down and bring it with you.

Other Considerations

Your estate planning lawyer needs to know if any of your beneficiaries have special needs, are receiving (or are likely to receive) means-tested government assistance, appear likely to get divorced in the near future, struggle with any addictions, are currently in jail or have ever been in jail, or have debt-related problems.

How Trustworthy Can Help? 

Trustworthy Family ID screen

Trustworthy’s Family Operating System® allows you to keep all of your estate planning documents secure and organized. 

Trustworthy works to keep your estate planning documents safe at all times. You can readily access your estate planning documents with Trustworthy whenever and wherever you need them. You can also invite close relatives or reputable experts to amend your estate documents.

Trustworthy is a space that works for all. From bank-level security to customizable collaborations, Trustworthy does things that no other organization system can do.

Ditch your files and folders by starting your free 14-day trial today. 

Other Estate Planning Resources

Estate Planning

What To Bring To Estate Planning Meeting (Checklist)

A couple reviewing documents and signing them
Trustworthy Icon

Ty McDuffey

Apr 15, 2023

A consultation with an estate planning attorney is often a stressful experience. 

You know you are going to a meeting where someone will ask about your final wishes and many more uncomfortable questions. 

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.

The things you should bring to an estate plan meeting include the following: 

Your lawyer will use this information to create an estate plan that meets your needs and goals. This list should only be used as a general guide; your attorney may need further details.

Here is a list of what to bring to your initial estate planning consultation provided by the professionals at Trustworthy. 

Things you should bring to an estate plan meeting (infographic)

1. Beneficiaries List

Make a list of the beneficiaries you wish to designate in your estate plan, together with the assets you want them to inherit. 

Who, for instance, do you want to inherit your house and your cars? Who should inherit your precious collection of stamps? 

Try to include each person's most up-to-date contact information in your estate plan documents.

At Trustworthy, we encourage our clients to make a beneficiaries list as soon as possible. Even though you might feel you have plenty of time to list your beneficiaries, nobody can predict the future. 

If you don't designate beneficiaries, your assets will go through the probate process, and the state will decide where they go.

2. List of Executors

A list of the people you want to appoint as your estate's executors should also be brought with you. 

For instance, who would you want to name as your power of attorney if you were to become incompetent and require someone else to make decisions regarding your estate? 

Establishing a medical power of attorney is also a good idea if you lose consciousness or cannot express your healthcare preferences.

Bring a list of any close family members and acquaintances you would trust to handle your estate in your absence, together with their most recent contact information.

To assist you in choosing the best candidates for those positions, your estate planning lawyer may walk you through all your alternatives.

3. Your Financial Records

Even though your attorney doesn't need to have all of your asset papers at your initial consultation, giving them the following right away will make the process go much more quickly.

Deeds to Real Estate

Your attorney has to know who holds the title to your real estate to put it into your trust

Make sure to attach a copy of the deed as recorded with your county recorder's office, as each new deed must have the legal description that appears on the preceding one.

Financial Statements

The first page of your most recent bank and investment account statements, including those for your checking, savings, money market, brokerage, pension, IRA, etc., must be brought with you. 

These statements must list the names of the account owners, the account numbers, and the balances for each account.

The ability to move accounts into a trust is impacted by the fact that many people have additional family members identified as co-owners on one or two of their accounts. 

Co-owned accounts should be reviewed with your attorney immediately to ensure that your estate plan appropriately addresses them.

Business Agreements

If you operate a business or have a stake in a partnership, your lawyer will require a copy of your business contracts, such as leases and buy-sell agreements. 

Without first knowing whether a business agreement has clauses governing the distribution of your stake upon death, especially if you have partners, your estate plan cannot be completed.

Certificates of Trademark, Patent, and Copyright Registration

Your trust should get an assignment of your intellectual property, either directly through the United States Patent and Trademark Office (USPTO) or through a different assignment.

Stock Certificates

Your attorney will require copies of your stock certificates to transfer your shares to your trust.

Life Insurance Information

What financial resources would your beneficiaries have after your passing? 

Even a modest life insurance policy's payment can make a big difference.

Make sure to provide copies of your insurance binders so that their value will be considered during the estate planning process. 

A standard insurance binder is a one-page document that includes information about the policy's owner, policy number, and death benefit.

4. Prenuptial Agreements, Divorce Agreements, and Other Important Contracts

Your estate plan should follow any prenuptial or divorce agreements. 

Additionally, it should adhere to the conditions of any prior agreement you might have made pledging to leave property to someone in your will.

5. A List of Your Questions

Bring all your questions to your initial estate planning consultation so your estate planning lawyer may address them.

Nobody expects you to display any degree of competence in estate planning, so feel free to ask questions about anything you don't understand. You have knowledge and experience in your field of business, and your attorney has knowledge and experience in theirs.

Do you need clarification on the distinctions between a trust and a will? Are you unsure if a revocable or irrevocable living trust is necessary? The impact of a recent divorce or your impending retirement on your estate plan may also be something you need clarification on. 

 Please feel free to ask about any of the following:

  • Estate planning documents' format, function, and operation

  • The effects of your estate planning decisions on taxes

  • The procedure your lawyer will follow (Scheduling, initial appointments, meetings to review documents, signing sessions, and any necessary telephone conferences in between)

  • Background and experience of your lawyer

  • How to determine your estate planning fees

Additionally, confirm that your lawyer will sit with you to review drafts. This allows you to confirm that your lawyer drafted the documents per your wishes. You can also ask your lawyer to clarify any provision of any document they ask you to sign.

Whatever the question, write it down and bring it with you.

Other Considerations

Your estate planning lawyer needs to know if any of your beneficiaries have special needs, are receiving (or are likely to receive) means-tested government assistance, appear likely to get divorced in the near future, struggle with any addictions, are currently in jail or have ever been in jail, or have debt-related problems.

How Trustworthy Can Help? 

Trustworthy Family ID screen

Trustworthy’s Family Operating System® allows you to keep all of your estate planning documents secure and organized. 

Trustworthy works to keep your estate planning documents safe at all times. You can readily access your estate planning documents with Trustworthy whenever and wherever you need them. You can also invite close relatives or reputable experts to amend your estate documents.

Trustworthy is a space that works for all. From bank-level security to customizable collaborations, Trustworthy does things that no other organization system can do.

Ditch your files and folders by starting your free 14-day trial today. 

Other Estate Planning Resources

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

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Apr 15, 2023

Moving An Elderly Parent Into Your Home: What To Know

Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

Apr 15, 2023

Moving An Elderly Parent to Another State: What To Know

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

Apr 15, 2023

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

A couple reviewing documents and signing them
A couple reviewing documents and signing them
A couple reviewing documents and signing them

Apr 15, 2023

What To Bring To Estate Planning Meeting (Checklist)

A couple in a meeting with a professional
A couple in a meeting with a professional
A couple in a meeting with a professional

Apr 15, 2023

When Should You Get An Estate Plan? (According To A Lawyer)

Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

Apr 15, 2023

Which Sibling Should Take Care of Elderly Parents?

Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)

Apr 15, 2023

Who Can Override A Power of Attorney? (A Lawyer Answers)

Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

Apr 15, 2023

Can Power of Attorney Sell Property Before Death?

Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

Apr 15, 2023

Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

Elderly parents working with a professional
Elderly parents working with a professional
Elderly parents working with a professional

Apr 15, 2023

Complete List of Things To Do For Elderly Parents (Checklist)

Reviewing paperwork with lawyer
Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

How To Get Power of Attorney For A Deceased Person?

Apr 15, 2023

How To Help Elderly Parents From A Distance? 7 Tips

Woman talking with her parents
Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

House
House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

Apr 15, 2023

What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

Apr 6, 2023

Can An Out of State Attorney Write My Will? (A Lawyer Answers)

People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

Mar 15, 2023

Settling an Estate: A Step-by-Step Guide

Check on the table
Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

Someone filling out a social security benefits application form
Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

Feb 1, 2023

Deleting A Facebook Account When Someone Dies (Step by Step)

Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)

Feb 1, 2023

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide

Feb 1, 2023

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

Person typing on a laptop
Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)

Apr 15, 2022

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?