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What do I need to bring to an attorney for a will?

Thumbtack Editors
Answered

Before you meet with your attorney, you might be asked to bring documents and copies of your personal assets (property and real estate, bank statements, retirement accounts, investments) and debts. Your lawyer might also ask you to bring information about your family and beneficiaries.

Ask the lawyer you hire to provide a list of documents and information you should bring to your first meeting with them.