Northwest Strategy Planning

Your attorney will likely ask for a list of your assets and debts and information about your family situation, so it’s a good idea to have this information handy. You should also be prepared to discuss your goals for your estate and how you want your assets to be distributed after your death. They will need documents and other paperwork related to your estates, like deeds, titles, and mortgage information. It’s also helpful to bring any previous estate planning documents, like a will or trust.

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