The lawyer-ready brief
The people, the roles, the wishes in plain words, the full inventory, organized the way estate attorneys work. What you can’t answer yet becomes the agenda for the meeting. You walk in the most prepared client they’ve ever had.
Will & living trust
Divide equally between the two kids · Executor: Sam
Open: Any specific gifts or heirlooms?
Financial power of attorney
Agent if Mom can’t manage money: Sam
Open: Where is the signed original?
Healthcare directive
Speaks for Mom medically: not chosen yet
Open: Wishes for end-of-life care