What Information do I Need to Start Preparing My Documents?

  • Trusts
    • Trustees names (suggested that you have 3—primary & 2 alternates).
    • Beneficiaries names.
    • Description of assets to be governed by Trust.
    • If you already have a Trust and you are revising it, you need the exact name of the Trust and the date you signed your Trust.
    • If you are preparing a deed, you will need a PDF copy of your current deed.

  • Wills
    • Executors—suggested that you have 3 (primary & 2 alternates).
    • Beneficiary (if you have a Trust, your Trust will be your Beneficiary).

  • Financial Power of Attorney (Power of Attorney)
    • Agents’ names—suggested that you have 3 (primary & 2 alternates).
    • General idea of what power you want to give your Agent.
      • Real estate
      • Business
      • Government benefits
      • Estate planning
  • Advance Health Care Directive
    • Agents’ names and phone numbers—suggested that you have 3 (primary & 2 alternates).
    • General idea of whether you want to give your Agents the ability to remove or reject life support.
    • If you prefer burial or cremation.
    • Religious beliefs that affect your health care.