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What to bring to the table when creating an estate plan

There are many factors to consider when creating an estate plan and organizing those factors may seem daunting. You may feel stressed when faced with the task of gathering your information and getting your wishes in a legal document that will carry on after you pass. When meeting with an estate planner, there are some essential items you should have ready in order to simplify the process.

Before going to your estate planning appointment, you may want to think about who you want to appoint as your estate executor, as well as the beneficiaries to your estate. It is important to consider whether the person you choose as your administrator can handle all of the responsibilities assigned to the position.

Furthermore, you should bring information regarding your 401k plans, IRA plans, pension plans and retirement savings. In most cases, you do not need specific account numbers and statements; however, having these numbers may help your loved ones settle your estate once you pass. When it comes to life insurance policies, on the other hand, it is critical that you have type of insurance policy, as well as the beneficiary information.

It is also a good idea to make a list of your personal property, including cars, art, jewelry, antiques, property and collectibles. Be sure to think about who you would like to give this property to and whether you would like to leave anything to charity. You can speak to your attorney or planner about creating a living will, trust and power of attorney.

This information is intended to educate and should not taken as legal advice.  

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