During your estate planning process it’s useful to have as as many of the following things as possible on hand:

• Names, addresses, and birth dates of all people. whether or not related to you, that you are considering naming in your will or naming as an executor of the will;
• If you have children, the names, addresses, and telephone numbers of the possible guardians;
• The amount and source of your main income and other income, including investments;
• The amount of your debts, including mortgages, installment loans, and business debts, if you have any;
• A list of valuable property you own (give approximate value), including real estate, jewelry, furniture, collections, heirlooms, and other assets;
• A list and description of any jointly owned property and names of co-owners;
• Any documents that might affect your estate plan, including prenuptial agreements, marriage certificates, divorce decrees, recent tax returns, existing wills and trust documents, property deeds, and so on; and
• The location of any safe-deposit boxes and an inventory of the contents of each.

Call 443-494-9775 with any questions regarding planning your estate in Maryland or the District of Columbia.