01
Gather useful documents
Know what may actually be helpful without digging through every piece of paper you own.
Free Estate Planning Checklist
Not Sure if You’re Ready for an Estate Planning Meeting? Start Here.
Get a free checklist of what to think about, what documents may be helpful, and what questions to ask before you sit down with an estate planning attorney.
- Know what may be helpful to bring
- Think through key decisions beforehand
- Write down the questions you want answered
A Simple Place to Start
You Don’t Need to Have Everything Figured Out Before You Meet
Estate planning comes with a lot of questions.
Who should make decisions for you? What happens to your house? Do you need a will or a trust? What documents are you even supposed to bring? You don’t need all those answers before your first conversation.
02
Think through the people you trust
Consider who may make financial, health care, or family decisions on your behalf.
03
Make a simple list of your assets
Start with the big picture, even if you don’t know every account balance yet.
04
Spot family situations worth mentioning
Think about children, blended families, special needs, or possible disagreements.
05
Write down the questions you want answered
Bring the questions that matter to you so you don’t leave wishing you had asked something.
Use it at your own pace. Work through it all at once, check off a few things at a time, or use it as a guide while you gather information. You can use it whether you’re planning for the first time or reviewing documents you already have.
Get the Free Checklist
Get the Checklist and Make Your First Conversation Easier
Fill out the short form and we’ll send you the Estate Planning Consultation Checklist. Use it to organize what you already know and identify the questions you still want answered.
About Reed & Thompson Law
Reed & Thompson Law is a boutique firm that is intentionally small to maintain low expenses, combining advanced technology with affordable legal services, creating a unique and personalized experience for our clients. We have the flexibility to meet and serve you in non-traditional ways, including in-home meetings, office visits, and video conferencing, ensuring that even the busiest families receive the support they need. Additionally, we proudly offer discounts to active duty military, veterans, and first responders as a token of our gratitude for their service.