Frequently Asked Questions > Preparing for the Estate Planning Process > What should I do first?

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First, you need to think about why you are going.  For most people, this will be to have your will drawn and to get related powers of attorney.  Think about the purpose of the will -- it determines who will get your assets at your death.  Therefore, the attorney will need to know what your assets are and who you want to leave them to.  These are the two broad categories, and there are details in each that need to be shared with the attorney.  So you need to be prepared to tell your attorney whom you wish to receive your assets and what those assets might be.

Last updated on January 6, 2011 by Glenn Karisch