A Checklist of Estate Planning Items to Assist Your Attorney
Posted by dempseylawfirm on June 29, 2010
- Full legal name and addresses for you, your spouse and children and grandchildren (if any)
- List of assets, liabilities and net worth
- List of bequests of particular property or assets
- If you have minor children, the names and addresses of at least two persons who are willing to serve as guardian (at least one backup)
- Names and addresses of at least two persons who are willing to serve as your personal representative (at least one backup)
- Names and addresses of at least two persons who are willing to serve as your agent for a durable power of attorney (at least one backup)
- Names and addresses of at least two persons who are willing to serve as your agent for a medical power of attorney (at least one backup)
- After discussion with your family, your desires regarding what medical measures you may or may not want if you have a “terminal condition” or if you are in a “persistent vegetative state”
- List of any special desires or other special provisions
- A copy of any previously executed will or power of attorney
For more information about our firm, please go to www.dempseylaw.com.
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