When someone passes away, one of the first steps in settling their affairs is reviewing their estate plan. In many cases, the person named as executor (or personal representative) will meet with the attorney who prepared the plan to go over the documents. This initial meeting helps clarify what the plan says, how assets will be handled, and what needs to happen next.
Other people may also be present, depending on the situation. This can include:
- Trustees if the plan includes a trust that needs to be administered.
- Close family members who are beneficiaries and directly affected by the plan.
- Professional advisors such as accountants or financial planners, if their input is needed for next steps.
What to Bring to the Meeting
Bringing the right information can make the review process much smoother. If possible, gather:
- The original will or trust documents (if you have them)
- Any death certificates (certified copies, if available)
- Recent account statements, deeds, or titles
- Contact information for all named beneficiaries
Having these items ready can help the attorney confirm details and start the process without unnecessary delays.
It’s worth noting that there’s no dramatic “reading of the will” like in the movies. Instead, the attorney usually explains the terms privately to those who need to know and provides copies of relevant documents. This approach helps avoid confusion, ensures everyone understands their roles, and keeps the process moving forward smoothly.
If you’ve been named as an executor, trustee, or beneficiary and aren’t sure what to expect, our team at TrustCounsel can help guide you through the process and answer your questions. Contact our office to schedule a time to talk. You can visit our contact page to find the office nearest you or fill out our online form. A member of our team will follow up to schedule a time that works for you.