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Checklist for Estate Planning Consultation

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“The time to repair the roof is when the sun is shining.” John F. Kennedy

While few, if any of us, like to think about our estate planning, creating a plan will avoid much heartache and indecision later. Below is a checklist of items to prepare in advance of meeting with an estate planning attorney. Working through the list will help you gather your thoughts and be ready for a productive meeting.

Posternock Apell, PC Estate Planning Consultation Checklist

1. List of all current assets owned by each spouse, including current bank balances, investment account balances, life insurance, IRAs, 401ks, pensions, real estate, and business interests.

2. Who will be the beneficiaries of your estate? If one of the beneficiaries dies, who would receive his/her bequest instead?

3. If any of your intended beneficiaries are children, do you want to set up a trust for that child? If so, who would serve as Trustee of this trust? Who would be a back up Trustee if that person was unable to serve?

4. If you have minor children, who will serve as Guardian for the children if you die? Who would serve as a back up Guardian if your first choice was unable to serve?

5. Who would serve as Executor of your estate? Who would be a back up Executor if that person was unable to serve?

6. Do you have any charitable gifts to make?

7. Do you have any specific items you want to go to specific people?

8. Who do you want to serve as your medical representative if you are unable to make your own medical decisions? Who would serve if your first choice was unable to serve?

9. Who do you want to serve as your attorney in fact if you are unable to make financial decisions? Who would serve if your first choice was unable to serve?

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I’ve known and worked with Jeff Apell on real estate transactions, and trust him, so I went to Posternock Apell to prepare our wills. He has a straightforward and honest approach as well as excellent communication.

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Our Awards

Posternock Apell, PC attorneys have received recognition from various groups and publications. Specific awards are noted on our attorney bios. More information about each of these awards and the methodology used for selection can be found on the following links. Super Lawyers, Awesome Attorneys. No aspect of these accolades has been approved by the Supreme Court of New Jersey.

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856.861.3474

Moorestown

400 North Church St. Suite 250
Moorestown, NJ 08057

Fax: (856) 642-6148

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57 Juliustown Rd
Browns Mills, NJ 08015

Fax: (609) 893-1277

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Philadelphia, PA 19102

 

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