To better streamline the Maryland estate planning process, it can be incredibly helpful to do a bit of organizing before meeting with your attorney.
This allows 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, concise communication, and if anything is missing, it will be considerably easier to discover and remedy the situation up front. A Bethesda or Largo trust and estates lawyer would advise you to consider all of these things in preparation for your meeting.
First, compile a list of your assets and liabilities. Doing this in advance, rather than waiting to be directed by your estate planning lawyer can save a fair amount of time. Again, if you’ve overlooked something, the attorney will likely be able to point it out, but you won’t have to go through the basics during your consultation time. Some of the assets and liabilities you’ll want to include are: