If any of the following documents, exist, they should be brought to the meeting:

• Existing Will.
• Living Will and/or Medical Directive/Medical Power of Attorney.
• Power of Attorney.
• Life insurance policies.
• Pension, profit sharing, stock bonus or deferred compensation plans.
• Buy/sell or stock redemption agreements.
• Trust instruments.
• Business agreements and documents regarding interests in corporations, partnerships, LLCs, sole proprietorships, and the like.
• Post or pre-nuptial agreements.
• Instruments creating spouses' separate property (Successions of parents, siblings, or others from whom you inherited property).

You should also think about and provide information regarding the following:

• Overview of assets with approximate values (real estate, vehicles, checking account, savings account, stocks, bonds, CDs, annuities, retirement plans, unusually high value jewelry, art).
• Special bequests: particular items, or specific sums of money to an individual, charity or other entity.
• Person or persons you want to leave the balance of your estate, in what proportions.
• Executor/executrix (who will assist your attorney in managing your estate after your death), and an alternate.
• If your children are minors, who do you wish to take care of their money and their person (can be two different people).
• If your children are minors or young adults, do you want to leave their inheritance in Trust to be distributed gradually?