We will ask you for the full legal name, address and occupation for anyone to be named in your estate planning documents. Prior to our meeting, please consider:
1. Executors - those that will control your estate, call in your assets, pay your debts and distribute your estate, as well as hold monies for your minor beneficiaries. There may be a number of persons to act jointly, or 1 executor as you see fit.
2. Beneficiaries - those that will benefit from your estate. You may, for example, leave everything to your spouse and if you are both deceased to your children and grandchildren in such shares as you see fit. We will discuss your options at our initial meeting. Please consider at what age your children or grandchildren can control their benefit from your estate.
3. Guardians - those that will look after your children until they are over 18 years of age.
4. Appointer for your power of attorney - those that will take care of your financial affairs should you be alive but have lost legal capacity.
5. Guardians for a power of guardianship (if required) - those that will make medical and lifestyle decisions for you during any periods of incapacity.