Menu
Home / Knowledge Base / What information should I have ready for a simple will consultation?
Preparing for a simple will consultation can be a straightforward process if you come prepared with the necessary information. A simple will is a legal document that outlines how you want your assets to be distributed after your death.
According to a survey conducted by Caring.com
Personal Information: Your full name, date of birth, current address, and marital status.
Names of Beneficiaries: The names and addresses of the people you want to receive your assets.
Assets: A list of your assets and their estimated value. This can include real estate, bank accounts, investments, vehicles, personal property, and any other assets you own.
It’s important to be as specific and accurate as possible when preparing this information. Doing so will ensure that your simple will can accurately reflect your wishes and reduce the chances of any misunderstandings or disputes.
When a family member passes without a will, it can lead to confusion and stress for loved ones who are left to navigate the legal and financial aspects of your estate. Having a simple will in place can help to minimize these issues and ensure that your assets are distributed according to your wishes.
It’s important to be as specific and accurate as possible when preparing this information. Doing so will ensure that your simple will can accurately reflect your wishes and reduce the chances of any misunderstandings or disputes.
When a family member passes without a will, it can lead to confusion and stress for loved ones who are left to navigate the legal and financial aspects of your estate. Having a simple will in place can help to minimize these issues and ensure that your assets are distributed according to your wishes.
If you have minor children, you can specify who you would like to act as their guardian in the event of your death.
If you have specific assets, such as jewelry or family heirlooms, you can specify who you would like to receive them.
If you have a charity or other organization that you’d like to support, you can include a bequest in your will.
Become a member to consult with a lawyer
A lawyer can assist with setting up a simple will by providing document review and a phone consultation or in-person consultation. During the document review, the lawyer will review your information and assets to ensure that your simple will is comprehensive and accurate. During the consultation, the lawyer can offer guidance on estate planning and answer any questions you have about the process.
The lawyer can help you to understand the legal and financial implications of your decisions and ensure that your simple will complies with state laws. They can also provide advice on tax implications and ensure that your will is written in a manner that minimizes the chance of disputes or challenges.
A lawyer can assist with setting up a simple will by providing document review and a phone consultation or in-person consultation.
During the document review, the lawyer will review your information and assets to ensure that your simple will is comprehensive and accurate.
Then, during the consultation, the lawyer can offer guidance on estate planning and answer any questions you have about the process.
The lawyer can help you to understand the legal and financial implications of your decisions and ensure that your simple will complies with state laws. They can also provide advice on tax implications and ensure that your will is written in a manner that minimizes the chance of disputes or challenges.
A simple will is included in both the Personal Legal Plan or Comprehensive Legal Plan. These prepaid legal service plans are designed to provide individuals with access to free and discounted legal services.
Once you become a member, you can consult with a lawyer in your area or the area you need assistance with in addition to utilizing all the legal plan benefits.
Share this page
We have successfully offered prepaid legal services to individuals, families, small and large employers for more than 25 years.
All rights reserved.
Stay up-to-date with the latest benefits, legal news and ways to maximize the legal plan.