What information do I need to provide a legal professional to create a will or trust?

First, you will need to provide your family details, such as your current marital status, the names and ages of your children and the other beneficiaries of your estate, if any. These are the persons or organizations who will inherit your estate. If you plan to leave property to your children, you will need to decide at what ages the children will actually receive the property they inherit. You also must decide the shares of your estate that each beneficiary will receive.
If you have minor children then you must choose a guardian. This is the person who will take care of your children in case you and your spouse die before your children become adults. The guardian will raise your children and manage their money.
You also need to provide a list of your assets and their approximate values in order to determine the most effective documents, such as the type of trust or trusts, to use in your estate plan.