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: Casey
Open: Any specific gifts or heirlooms?
Financial power of attorney
Agent if Mom can't manage money: Casey
Open: Where is the signed original?
Healthcare directive
Speaks for Mom medically: not chosen yet
Open: Wishes for end-of-life care