How to Prepare for a Meeting with a Will Attorney

Making a will is a crucial measure to guarantee the well-being of your loved ones once you're no longer here. However, most people find the process overwhelming and often put it off until it’s too late. If you are ready to create a will, the first step is to schedule a meeting with a will attorney. However, before you attend the meeting, there are several things you need to do to prepare. Here are some ways you can prepare for a meeting with a will attorney.

Determine What You Want to Accomplish
Before meeting with a will attorney, it's essential to determine what you want your will to achieve. Do you want to leave all your assets to your spouse, or do you have specific charities you would like to support? Make a list of the people and organizations you want to include in your will and decide what percentage of your assets should go to each.

Gather Important Documents
To prepare for your meeting with a will attorney, you’ll need to gather important documents such as bank statements, investment account statements, real estate deeds, and insurance policies. These documents will provide your attorney with vital information to create a comprehensive estate plan. Additionally, it is recommended to have any relevant legal documents, such as a living will, that you have prepared on hand.

Choose a Trusted Executor
An executor is an individual who will manage your estate and make sure that your wishes are fulfilled after your passing. Choosing an executor is an important decision, so you should take some time to select someone you trust. Ideally, your chosen executor will be organized, detail-oriented, and able to communicate with your beneficiaries effectively.

Understand the Legal Requirements
Prior to consulting a will attorney, it is advisable to conduct research on the legal prerequisites in your state, guaranteeing compliance of your will with the applicable laws. Some states require specific language or witness signatures, while others do not recognize handwritten wills. Your attorney can also guide you through the legal requirements and help ensure that your will is legally valid.

Consider Future Events
Your life can change significantly after you create a will, so it's essential to think about potential future events. For instance, if you get married or divorced, have a child, or inherit significant assets, you should update your will accordingly. During your meeting with your attorney, you should discuss how to make changes to your will in the future.

Creating a will is not something most people like to think about, but it's an essential step in ensuring the welfare of your loved ones. To prepare for a meeting with a will attorney, make sure you understand what you want your will to accomplish, gather important documents, choose a trusted executor, understand the legal requirements, and consider future events. By preparing ahead of time, you'll be able to create a comprehensive estate plan that will provide peace of mind for you and your family.

Contact a will attorney near you to learn more.