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What Should You Bring to Your Estate Planning Meeting?

What Should You Bring to Your Estate Planning Meeting?

Lawyer discusses estate planning with couple.

What to Bring to Your First Estate Planning Meeting

Estate planning is a long but necessary planning process to ensure your loved ones are taken care of in the event of your death. It can be difficult to know exactly where to start in the entire process and what to bring to the initial meeting with the attorney. At Appleby Healy Attorneys at Law, we want you to be prepared for the estate planning process to make the experience as quick and efficient as possible.

Estate Planning Paperwork

Regardless of the amount of assets you possess, estate planning is a process that requires a significant amount of personal paperwork. Hopefully, you already have the majority of your important paperwork stored together for easy access – if not, you’ll want to gather it together. We suggest bringing your current bank statements, as well as current statements for any investments, retirement funds, and other financial documents. The lawyer will also need copies of any prenuptial and marital agreements, life insurance policies, along with any previous estate planning paperwork you may have completed.

Documents for Your Estate

Along with financial documents and insurance information, the estate planning lawyer will need paperwork on what you own and who you plan to be involved with your estate. A copy of the deed to your house and any documentation about your vehicles will be very helpful for the lawyer working on your account. If you own any other properties, such as a business or vacation home, bring the paperwork for those as well.


One of the most helpful items you can bring to the first estate planning meeting is contact information for everyone you wish to be a part of your estate. If you can, bring the full names, addresses, and phone numbers for any benefactors or people with power of attorney. This will ensure that the correct people will be contacted in the case of your death. If you plan on donating money or other other items to a charity, provide information about that charity also.

Bring Your questions

As you are preparing for your estate planning meeting, make a list of questions that you want to ask your lawyer. By having a list, you’ll be able to better remember what information you wanted to know as you were collecting the paperwork for your meeting. A list of questions may also remind the lawyer of other helpful information to make the planning process go even more smoothly.


If you are ready to begin the estate planning process or have questions about living wills or legal aid, contact Appleby Healy Attorneys at Law.

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