1.Make a list of the people/charities that you would like to name as a beneficiary of your estate.
2.Think of a couple of people who you think would be capable of handling your estate (these people will be named as Personal Representative/Executor in your Will).
3.Think of a couple of people who you think would be capable of handling your financial affairs and/or health care decisions if you are unable to make the decisions yourself (these people will be named under your Power of Attorney).
4.Make a list of all of your assets. Make sure to include all bank accounts, Certificates of Deposit, real estate, stocks, 401(k)s, Life Insurance Policies, etc.
5.Make a list of all of your liabilities such as your mortgage, car loans, loans on a 401(k), etc.
6.Bring a list of the names and contact information for your accountant, financial advisor, etc.
7.A list of the names, addresses and birthdates of your children.
8.If you have a minor child, you will want to think of a couple of people whom you trust to take care of your children in the event that you die before they are 18 years old.