How to Get Organized Before You Meet with Your Tampa Attorney to Start the Estate Planning Process

So, you’ve decided to finally create your estate plan.  Good for you!

One of the best things you can do to streamline the planning process is to get your finances organized. This may sound challenging, but it is much easier than you think. Just gathering a few documents will put you in the perfect position to get the most out of your meeting with your Tampa estate planning attorney.  You’ll also have the added benefit of making your day-to-day financial tasks much easier.

Having everything in order in advance of your estate planning meeting will allow you to feel confident in what you’re doing, as well as minimize the time spent on the task at hand.  Both you and your lawyer will benefit from clear and concise communication.  If anything is missing, it will be considerably easier to discover and remedy the situation up front.

The best way to get organized in preparation of your meeting is to compile a list of your assets and liabilities. Some of the most common items in this category are:


  • Bank accounts
  • Investment accounts
  • Stocks and bonds
  • Life insurance and annuity policies
  • Deeds for properties you own
  • Retirement plans
  • Business partnerships or LLC interests
  • Money owed to you
  • Personal effects
  • Loans and credit


It is also helpful to determine in advance who will inherit your estate.  While an estate planning lawyer can help you determine candidates, this is a very personal choice. It also makes sense to determine who you would like to assign roles in managing your estate.  Here are a few things to consider:


  • Who will you name as guardian for minor children?
  • Who do you entrust as the executor of your estate?
  • Who will have your medical power of attorney?


The good news is that most of this account information is online and you’ll need only to login to get the documents you need. At the end of the process, you’ll not only be ready to have a fruitful conversation with your estate planning attorney, but you’ll have a much better picture of what you own and what you owe.  If we can help you get started with this important process, simply call our Brandon estate planning law firm at (813) 438-8503 to schedule a consultation.


By |2019-03-29T18:41:31+00:00March 29th, 2019|Categories: Estate Planning|Tags: , |Comments Off on How to Get Organized Before You Meet with Your Tampa Attorney to Start the Estate Planning Process