How should clients seeking estate planning services prepare for their initial meeting?

What should I bring to the initial meeting with my legal representative for estate planning?

Existing estate planning documents.

Fill out the appropriate estate planning questionnaire on our “EPQs” page and submit it to a firmbefore the meeting if possible. Develop a general understanding of who will be designated as beneficiaries in your estate plan, including individuals and/or charitable organizations. Additionally, consider who you would like to appoint for key roles such as Executor, Trustee, Agent (under General Power of Attorney and Living Will), and Guardian (if you have children under 18). It’s important to have backup options for these positions and you may also want to think about appointing a corporate fiduciary as one of the alternatives, or granting an individual you trust the authority to select a corporate fiduciary.