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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.

McDowell Posternock Apell & Detrick’s 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?

i felt as if she was looking
out for us like family

We closed our house sale yesterday with Melanie Levan. She was so professional, knowledgeable and great to work with. I felt as if she was looking out for us like family. I highly recommend her.

Debbie Poley Thompson

Our Awards

McDowell Posternock Apell & Detrick 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, South Jersey Biz Best Attorneys in Business. No aspect of these accolades has been approved by the Supreme Court of New Jersey.

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For immediate assistance during business hours, call us at (856) 861-3474.
*Bankruptcy consultations may be scheduled in person

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856.861.3474

Maple Shade

46 West Main Street
Maple Shade, NJ 08052

Fax: (856) 482-5511

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Moorestown

400 North Church St. Suite 250
Moorestown, NJ 08057

Fax: (856) 642-6148

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Browns Mills

57 Juliustown Rd
Browns Mills, NJ 08015

Fax: (609) 893-1277

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Philadelphia

1528 Walnut St, Suite 2015
Philadelphia, PA 19102

 

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