FAQ > Trust Administration > My father passed away recently, I was advised to meet with a lawyer about handling his affairs. What should I bring to that meeting?
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It is important to seek the assistance of an attorney who focuses his or her practice on estate planning, probate and trust administration for assistance in the administration of your father’s estate. You should bring the following information to that meeting:
- A list of all of your father’s assets, how they were titled, whether they had a named beneficiary and their date of death value. (Please bring copies of bank statements, brokerage statements, life insurance policies, deeds for real property and the like)
- All of your father’s estate planning documents (the original Last Will and Testament, any Trust Agreement as well as the most recent Amendments and/or Codicils)
- A copy of all of your father’s bills as well as information about any other debts he may have had.
- Provide your father’s domicile at death.
- A list of all interested persons (these would be the person’s who have an interest in the administration of your father’s affairs such as, his wife and all children) with their addresses, dates of birth and social security numbers.