It’s no secret that preparing and finalizing an estate plan can be a daunting task. Whether starting from scratch having never prepared a Will, or updating documents after a big life event, there are many important decisions that go into preparing these documents.
Typically, most of these decisions will be made during an initial meeting with a lawyer after completing a comprehensive questionnaire. However, having a general sense of wishes and priorities prior to this meeting allows for a more focused and productive conversation and can help one feel more confident when discussing important estate planning decisions. Provided below are a few key points to consider and why they are important to think about before sitting down to discuss your estate plan. While this list is by no means exhaustive, considering some of these points in advance can provide a valuable starting point for planning out estate documents and ensuring one’s wishes are clearly reflected:
