Estate Planning Appointment Checklist: What to Bring to Your First Meeting in Alaska

Quick Summary: Before your estate planning meeting, bring a simple list of your assets, a list of beneficiaries, your guardianship preferences for minor children, and any questions you want answered. These four items alone will make your first conversation smooth and productive. You don’t need perfect paperwork—just a clear picture of your priorities. Denali Law Group works with clients across Wasilla, Palmer, Anchorage, and the Mat-Su Valley, and we make the process as straightforward as possible.

What Happens in the First Meeting

Your initial estate planning meeting is really just a conversation. We’ll talk about your family, your goals, who you’d like to make decisions if something happens, and how you want your assets handled. You don’t need exact numbers or complicated documents—just general information about what you own (home, vehicles, accounts, business interests, life insurance) and who should receive it.

We’ll also walk through the difference between wills and trusts, explain powers of attorney and medical directives, and help you understand how Alaska’s probate process works. The goal is to give you clarity and create a plan that genuinely fits your life.

How Drafting + Signing Typically Work

After your first meeting, our team drafts your Will, Trust (if needed), Powers of Attorney, and Advance Directives. We tailor everything based on the details you’ve shared—your beneficiaries, guardianship preferences, and how you want your estate handled.

Once the drafts are ready, you’ll review them and ask questions. We’ll make any updates you need, then schedule a signing session where documents are executed with the required Alaska formalities. For many clients, the whole process—from consultation to completed plan—takes only a couple of weeks.

In-Person vs. Remote Options

Whether you prefer to meet in person at our Wasilla office or connect from Anchorage, Palmer, or anywhere in the Mat-Su Valley, we offer flexible options. Many clients start with a remote video call and complete their signing in person. Others choose entirely in‑office appointments. We’ll work with whatever is most convenient for you.

For more details on what to expect, explore our Estate Planning Process guide and our overview of Estate Planning services.

Ready to get started? Reach out to Denali Law Group to schedule a consultation—we’re here to help you create a clear, confident plan for the future.