Terms, steps and useful questions.

A practical list of names, dates, documents and questions that can make the first meeting more useful.

A plain-language introduction to common terms and why the details can differ by state and case.

How a will fits beside beneficiary designations, jointly held property and other planning documents.

The income, expenses, caregiving and other information a lawyer may ask you to gather.

An overview of the person who gathers information, follows the process and accounts for property.

Where to begin with papers, accounts, property, family contacts and questions for counsel.