- 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.