What information should I gather before meeting with an estate planning attorney?

Before meeting with an estate planning attorney, you should gather information about your assets, family structure, fiduciary preferences, and beneficiary designations. Preparing this information allows the planning process to move efficiently and accurately.

You should compile a general list of assets, including bank accounts, retirement accounts, investment accounts, real estate, business interests, and life insurance policies. Exact balances are not always required initially, but understanding the categories and approximate values is helpful.

It is also important to consider who you would like to appoint as executor, trustee, durable power of attorney, and health care proxy. Parents of minor children should think carefully about potential guardians.

Bringing copies of existing estate planning documents, if any, is also helpful. Beneficiary designations on retirement accounts and life insurance policies should be reviewed for consistency with your broader plan.

Advance preparation ensures that your attorney can provide tailored recommendations aligned with Massachusetts law and your long-term objectives.