Everyone should have an estate plan in place if they own property, assets, or have children. When one dies without estate planning being carried out, the state may be forced to make important decisions for the deceased. When planning a meeting with the Estate Planning Lawyers in Beaver Dam WI, it is important a person is properly prepared for the meeting so they will get the most out of the services.
It is important a person goes over their assets and gathers as much information as possible, including:
* One should bring any deeds to the property they own so the lawyer can review them.
* Should a person be covered by any life insurance policies, they should bring them with them to the initial meeting.
* Any will or trust documents should be brought so they can be reviewed by the Estate Planning Lawyers in Beaver Dam WI.
One will need to begin considering answers to some of the questions the lawyer will ask them as they begin the estate planning process. The lawyer will want to know who the client wants to receive their residential home and other real estate, along with their financial assets. The lawyer will not make decisions for a client but will instead guide them in their decisions and let them know the legal ramifications of each decision they make.
If one has minor children, it is important they come prepared to plan a worst case scenario, should both parents die at the same time. In this planning, the client lists a guardian for their minor children and a person to manage the funds they leave behind for their children’s future. The more information one can provide their lawyer, the better the outcome and more productive the first meeting will be.
If in doubt, one should bring any pertinent information with them to their appointment so their lawyer can carefully review it. If you are in need of legal services to help you with estate planning, contact the law office of Quincey Becker Schuessler Chase & Devitt SC right away. Ask them to schedule you an estate planning appointment so you can get started.
