If possible, obtain a copy of the Will and bring it with you to your appointment.
If there is more than one executor named in the Will, please attend together if possible.
Bring a copy of the Death Certificate.
Bring information about the deceased (full name, death certificate, date of birth, address at the time of death).
Provide addresses of all beneficiaries.
Write down and bring in all of your questions as well as two pieces of identification.
Consider watching this video: What to consider when planning your Will.
Think about who would want to be the executor or estate trustee.
Think about whom you want the beneficiaries to be. This could include specific gifts to charities or people as well as distributing the residue of the estate in accordance with your wishes.
Make a list of what assets you have (eg. house, investments, business interests, etc.) and if any of them already have named beneficiaries.
Consider who you would want to make decisions about your property or personal care should there be a need.
Write down and bring in all of your questions as well as two pieces of identification.
Thank you Martha! I know Dad's estate was more complicated than any of us ever expected. I'm really thankful in the midst of this you're handling it...Thank you for calling [my neice] to explain the process in their time zone. It really meant a lot to her to reach out like that. Your kindness and caring has made the process go much smoother....I really appreciated your candour last week too.
CC OttawaThese are reputable sources of information; however, as SLP is not in control of its content we cannot assume responsibility for it.