Click here

to download the pre-appointment worksheet. 

Congratulations, you have an appointment with We The People P.S. Law Office to create a Will, Living Trust, Power of Attorney (or other Estate Planning documents) Please use the provided worksheet to prepare for your upcoming appointment. Although it's not required to create your documents, it's a useful tool to ensure you get the most out of your upcoming appointment. 

Information to Gather for Estate Planning

• Basic personal and family information (The names of anyone who may be in your documents both primary and backups/alternates)

• Marital and dependent details (All current children and existing spouses even if not inheriting)

• Overview of assets and property (You don't need account #s or balances, a simple description and approximate balance suffices)

• Preferences for asset distribution (Primary beneficiaries as well as backups if any primary beneficiaries die before you)

• Individuals to serve as executor, trustee, guardian, or agent (Who you will appoint in your Power of Attorney as well as backups/alternates)

• Healthcare and incapacity wishes (Our attorneys will help you make these decisions during your appointment)

• Existing estate planning documents, if any (We can identify documents that are still valid and can be retained as well as identify outdated documents you may need to replace)