5 Questions to Ask Your Lawyer Before You Get Startedwith Will and Estate Planning
When it comes to will and estate planning, you want to get it right the first time. After all, it’s about making sure your loved ones are cared for and your wishes are respected. Whether you’re just starting or updating an old plan, having a good chat with your lawyer can make all the difference. Here are five key questions to ask to get the ball rolling.
1. What documents do I need to bring?
Starting on the right foot means being prepared. Ask your lawyer what paperwork you should bring to your first meeting. This might include information about your assets, like property deeds, bank statements, and superannuation details. A clear picture of your financial situation helps your lawyer craft a plan that suits your needs. We include an easy to follow online questionnaire that asks all the right questions so that you have time to think about what you need.
2. Who should I choose as my executor?
The executor of your will plays a critical role in carrying out your wishes. It’s important to choose someone trustworthy and capable of handling the responsibilities. Your lawyer can guide you on what qualities to look for in an executor and whether you might need a backup. It is always best to have a back so that you do not need to redo your Will if you know your first choice won’t be up for the job for any reason.
3. How can I minimise disputes?
No one wants their estate to be the source of family arguments. A good lawyer will have strategies to reduce the likelihood of disputes, such as clear language in your will and open discussions with your family. They can also advise you on how to deal with complex situations, like blended families or estranged relatives. We also provide and suggest some great resources so that you get to leave all the right information behind to minimise the risk of a dispute or challenge.
4. What happens if I don’t update my will?
Life changes – marriages, divorces, new kids, or even acquiring new assets. Your lawyer can explain what happens if your will isn’t updated to reflect these changes. Keeping your will up to date ensures it aligns with your current circumstances and avoids unintended outcomes.
5. What should I consider for powers of attorney?
Estate planning isn’t just about what happens after you’re gone. It’s also about planning for situations where you might not be able to make decisions for yourself. Talk to your lawyer about setting up powers of attorney for financial, medical, and personal matters. They’ll help you understand the scope of these roles and how to choose the right people for them. It is recommended that you leave them some directions using our great online process.
Will and estate planning might seem overwhelming, but it doesn’t have to be. Asking the right questions ensures you’re covering all your bases and making informed decisions. We are here to guide you, so don’t hesitate to lean on our expertise. With a bit of preparation and the right advice, you’ll have a solid plan in place to give you peace of mind and protect your loved ones.
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This is a commentary published by WebWills for general information purposes only. This is not meant to be taken as particular advice. You should seek your own legal and other advice for any question, or any specific situation or proposal, or get in touch with the writer at http://webwills.com.au before making any final decision. The content also is subject to change. A person listed may not be admitted as a lawyer in all States and Territories.
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