I need to update or start an estate plan...

The best way to begin your estate plan is to identify what you own, to whom your property will pass at your death and how it’s currently titled. For example, many couples hold title to their primary residence in joint tenancy so it will pass to the survivor immediately at the death of one of the joint tenants. Make a list of your assets. Consider bringing that list, as well as your latest bank and brokerage statements, copies of any deeds and a list of your heirs when you meet with your estate planning attorney. Additionally, if your have a pre-nuptial agreement or divorce documents, your attorney may wish to review those as well, to determine if any property rights may be affected. Think about whom you would name to make financial and medical decisions for you, if you can no longer do so for yourself. If you are revising an existing estate plan, bring your current estate planning documents as well.