What to know about wills before meeting lawyers

How many people today lack a will? A report from the American Association of Retired Persons showed that only about four out of every 10 American adults have crafted a will.

It is vital to get this document out of the way as soon as possible. People may think it is easy enough to meet with an estate planning attorney to get the necessary paperwork sorted. However, people need to do some homework beforehand to be adequately prepared for the first meeting.

Understand differences between a will and a living trust

Wills and living trusts are similar but have some key differences. A will indicates how people want to divide possessions, including property, upon death. A living trust is useful when people are still alive and indicates who serves as a trustee of the estate. A living trust is good for avoiding probate on assets. Knowing the differences can help the initial will consultation go more productively.

Determine who should be guardian of any minors

People with children younger than 18 years old need to determine who will watch after their children in the event of death. Most of the time, guardianship goes to the other parent, but that may not work if he or she is incapable of raising children or has died as well. It is important to pick a guardian who can provide children with a stable environment

Choose a trustworthy will executor

Generally speaking, it is inadvisable to select a will executor who is also a beneficiary. It is usually recommended to avoid picking family members and other close loved ones as executors because it can cause added stress in an already stressful time. Ultimately, the decision comes down to the person. People need to do what is best for dividing property and determining beneficiaries.

No Comments

Leave a comment
Comment Information

Upcoming Workshops

3 Easy Steps To Protect Your "Stuff" This workshop addresses frequently asked questions and common misconceptions on Wills & Trusts, Asset Protection, Nursing Home Issues, and Medicaid Qualification.

Join Now! More Workshops

Call Us Today To Schedule A Consultation

We are ready to help you start planning. To schedule an initial consultation, call us at 770-822-2723 or 866-735-9628. You may also contact us online.


Johns Creek Office
11555 Medlock Bridge Road, Suite 100
Johns Creek, GA 30097

Toll Free: 866-735-9628
Phone: 770-822-2723
Fax: 770-573-3379
Map & Directions

Lawrenceville Office
1755 North Brown Road, Suite 200
Lawrenceville, GA 30043

Toll Free: 866-735-9628
Phone: 770-822-2723
Fax: 770-573-3379
Map & Directions


How can we help you?

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.