Your Largo estate lawyer requires a lot of information in order to help you establish an effective estate plan. This information helps your Largo estate attorney to better understand your financial situation and goals. Your lawyer may ask you to complete a questionnaire or to bring a variety of documents with you when you first meet with your Largo estate attorney. The following information may be required by your attorney.
Information about You and Your Background
- Your full legal name
- Your mailing and physical address
- Your home phone number and your cell phone number
- Whether you have lived in another state or country
- The country where you are considered a citizen
- Your date of birth
- Your job
Family Information
Your Largo estate lawyer may ask about your marital and family history. In particular, he or she may ask for the following information:
- Your current marital status
- Date of your current marriage
- Whether you are divorced or widowed
- The name of your former spouse
- The date of death of your former spouse or the date of divorce
- Whether your deceased spouse left a will
- State where your former spouse died or where the divorce was granted
- Financial requirements listed in the divorce decree
- Whether a prenuptial or postnuptial agreement is in place
- Whether you have any children and their identification
- Whether you wish to leave any children out of your will
Assets
Your lawyer also needs to know about the types of assets that you have. He or she will likely ask for the different types of financial accounts you have, their location and their relative value. You may be asked to provide information about real property you own, checking accounts, retirement accounts, life insurance policies, business interests, pension plans, trust interests and other assets of significant value.
For help with your estate plan, contact Coleman Law Firm at 727-461-7474.
