Getting Ready To Meet Your Lawyer

Preparing for the meeting with your lawyer is a wise move. It helps the lawyer give you the right advice and can save you money.


Here is a list to get you started:

1. Get the details on everybody in your Will

Think about who could be your executor and, in case of his or her death, a back-up. You can discuss the pros and cons of the proposed candidates with your lawyer.


Think about your family members. Will they all be treated equally? Is anyone under a disability? Are there children?


Find out the correct names of the people in your Will. Is it Ann or Anne? Bob or Robert?

2. Make a list of what you and whom you owe it to

Make a list of your assets and liabilities. Jot down account numbers and make a note of whether the asset (your house or a bank account, for example) is yours alone or jointly held.


Do you want to name beneficiaries for any of the assets? If so, who are they?


Don’t forget any out-of-province property you may own. Special considerations may apply.


Remember, assets include everything in which you have an interest, including:


  • Cash
  • RRSPs
  • Life insurance
  • Investments
  • Real property
  • Your personal effects
  • Your business, if you own one 
3. Identify your goals

Sometimes giving away your property is simple:

“I want to give everything to my spouse, but if my spouse dies before me, I want to give everything to my children in equal shares.”


And sometimes it’s more difficult:

“I want to give everything to my spouse, but I also want to take care of my children from my first marriage.”

Make a list of your goals for your Will even if they appear contradictory. Your lawyer will help you sort everything out and set priorities.
Wills On Wheels Free Publication
Sign Up & Receive A Free Download 'Getting Ready To Meet Your Lawyer - 10 Top Things To Do'
Related Stories
Do I Need a Will?
Read this article for answers to this important question that many people ask themselves.... Read More
What happens if I don't have a will?
If you don't have a Will, guess who decides who gets your property?... Read this article to find out more... Read More
Why Should I Use a Lawyer to Prepare My Will?
Dealing with Wills is one of the oldest areas of our legal system. Unfortunately, it has become quite complicated over the years.... Read More
More Articles About Wills and Estates