D. What to take to your attorneys office
Deeds to all property you own or have
an interest in. It is vital for the lawyer
to know how title stands. (Property that
is owned jointly but not jointly
with right of survivorship passes
differently under Alabama law.)
List of bank accounts, account numbers,
where located, names of anyone on the
account with you and the approximate balances.
Stocks and bonds, certificate or account
numbers, names of owners, when and at
what price they were purchased.
Insurance policies or annuities on your
life and health.
Retirement (pension) accounts, including the names
of the administrator and company from
which you retired.
Other retirement accounts, such as IRAs, SEPs, 401K plans, etc., if not
listed elsewhere, including account number,
approximate balance, beneficiary, basis
(amount you invested).
Evidences of debt, such as mortgages,
credit card balances, loans or notes to
banks or others, including to whom owed,
balances, rates of interest and payment
amounts and dates due.
Names and addresses of executor/trix
and alternate, and trustee if it is possible
a minor might inherit, or if you are considering
a trust, and a general idea of how you
want your property distributed.
Names and addresses of all immediate
family members (spouse and children; parents,
brothers and sisters if there is no spouse
or child); names and ages of grandchildren
and of other relatives or non-relatives
to whom you wish to leave property. Never
leave real property or significant personal
property to a minor child. If it is likely that
a minor child will inherit, provide the name
of a reliable trustee to handle the property
until the child reaches an age at which
(s)he is reasonably likely to handle it
wisely, which may be more than just the
age of majority.