I am meeting with my lawyer to discuss making a will and a powers of attorney for property and personal care. What paperwork should I bring with me to the meeting? Obviously a well-organized package of documents would be of benefit to the lawyer in discussing the will and is also timesaving.
Here is a list of items which might be helpful in the meeting:
1. Full name including any nicknames or other names you have used in the past.
2. Address and other contact information (email – cell phone – work phone).
3. Citizenship, date and Place of birth.
4. Names, addresses and ages of all beneficiaries.
5. Contacts for your other professional advisors (accountant, financial and medical advisors).
6. Marriage contracts or partnership agreements, if any.
7. Investment particulars (bank accounts, safe deposit box etc.).
8. Statements for RRSPs, TFSA, pension plans etc.) including named beneficiaries, if any.
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Probably there will be more documents but this is a good start.
Consider As Well
1. Who would be best to represent your estate trustee (executor) when you die.
2. Who you want to benefit in your will on your death and why.
3. Who would get their bequest if they died before you did?
4. Are there people whom who you want you do not want to benefit. You should be able to express your reasons for doing so.
Your meeting will be more relaxing, enjoyable and time efficient if you have some or all of the information available when you meet.
