Congratulations! You’ve taken an important first step in securing your future by scheduling your first estate planning appointment. It’s no small commitment to think about what will happen to your estate after you pass away or how your affairs will be managed if you become incapacitated. These are deeply personal and sometimes difficult topics to consider, but taking this step shows you’re ready to take control of your future and provide peace of mind for your loved ones.

Once your appointment is scheduled, you’ll likely receive instructions or an intake form from your attorney’s office. These materials will help you organize the details of your assets, liabilities, and goals in advance, making the most of your time during the meeting. To help you feel prepared, here’s a guide to what to bring and how to plan for this important conversation.

What to Bring to Your Appointment

Personal Identification

• Bring a valid ID (e.g., driver’s license or passport) for identity verification.

A List of Your Assets

• Include details like bank accounts, retirement accounts, real estate, vehicles, and any valuable personal property.

Debts and Liabilities

• Provide information on mortgages, credit card balances, loans, and any other financial obligations.

Beneficiary Information

• Prepare a list of individuals or organizations you want to include in your estate plan, along with their contact details.

Existing Legal Documents

• Bring any wills, trusts, power of attorney documents, or healthcare directives you already have in place.

Family Information

• Note important details about your family, including names, ages, and relationships.

Goals and Concerns

• Think about what you want to accomplish with your estate plan. Are there specific people or causes you want to prioritize? Are you concerned about protecting assets or avoiding family disputes?

How to Prepare

1. Organize Your Documents

Create a folder or binder to keep everything in one place. Label sections for easy reference during your appointment.

2. Do Some Homework

Learn basic estate planning terms like “trust,” “executor,” and “beneficiary.” Understanding the basics will make your conversation with your attorney more productive.

3. Discuss with Family (Optional)

If appropriate, talk to your family about your estate planning goals and gather any input that might guide your decisions.

4. Prepare Questions

Jot down any questions you have about the process, costs, or how certain decisions might impact your loved ones.

What to Expect During the Appointment

Your attorney will review the information you’ve provided, ask about your goals, and help you start creating a plan tailored to your needs. It’s okay if you don’t have all the answers right away—this meeting is just the first step in an ongoing process.

Take the Next Step

If you haven’t scheduled an appointment yet and are ready to begin your estate planning journey, Roth Elder Law is here to help. Call our office at 607-962-6162 or fill out our intake form and we will be in touch to schedule a meeting.