What documents should I prepare when meeting with an estate planning lawyer in Tarzana?

When meeting with an estate planning lawyer in Tarzana, CA, it's helpful to prepare documents that provide a clear picture of your finances, family situation, and future wishes.
Documents to Prepare
    Existing estate planning documents: Bring your current will, trust, power of attorney, and advance health care directive, if you have them.
    Financial records: Prepare a list of bank accounts, investments, retirement accounts, and other assets.
    Property information: Include deeds, mortgage details, and information about real estate you own.
    Insurance policies: Bring life insurance details and beneficiary information.
    Family information: List your spouse, children, intended beneficiaries, and anyone you may wish to appoint as a guardian for minor children.
    Business and debt records: Include business ownership details, loans, and other outstanding debts.
    Your wishes and goals: Consider who should inherit your assets and who should make financial or medical decisions if you become unable to do so.
You don't need to have everything ready before your first consultation. An organized list of your assets and questions is a good starting point.
Goldfarb & Luu provides estate planning services, including wills, trusts, powers of attorney, and advance health care directives. The firm also helps clients organize their assets and develop personalized estate plans. 
Goldfarb & Luu's estate planning services  for guidance on preparing or updating your estate plan in Tarzana. The firm offers a complimentary phone consultation to help you understand the next steps. For more information, visit https://www.goldfarbluu.com/