Quote:
Originally Posted by MoneyGuy
Troutman, do you have a checklist of things one can do to prepare for the meeting with the lawyer?
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I usually tell clients not to bother preparing anything ahead of time. We can usually get all the information we need at our initial interview. We don't need as much detail as you might think, such as account numbers, or addresses of beneficiaries.
There are questionnaires we can send out, but often clients will have many questions when they try to complete them, and I find it is better to complete the forms together. Clients should be ready to explain their asset mix and approximate values, and think about who should be their Executor and Guardian.
I recommend clients create some kind of spread sheet they can store with their will listing all their current assets, and update that list regularly.