05/13/2023
Did you know that an estate plan is WAY MORE than a will? When working with an estate planning lawyer, all your info will need to be gathered and organized in order to build a full-proof estate plan. You'll also need to know the answers to questions like:
- Do you have property? Where is it? Do you have all the ownership documents?
- Do you have debt? Where is it? How much? Do you have all the appropriate documentation?
- Your Family history like children, spouses, ex-spouses, and extended family. Do you have dependents? Do you have children under the age of 18?
It can vary from client to client, but generally, folks looking to make a full estate plan can count on needing some, if not all, of the following documents:
- Last will and testament
- Living trust
- Beneficiary designations
- Advance healthcare directive/healthcare power of attorney
- Financial power of attorney
- Insurance policies (health, life, car, home, etc.)
- Proof of identity (social security card, prenup agreement, birth/marriage/divorce certificates, etc)
- Titles and property deeds (car, home, boat, rental property)
- Digital logins and passwords (yes, all of them)
- Funerary instructions
Check out my blog post for more specifics on working with an estate planning lawyer in Louisiana - LINK IN BIO.