ITEMS YOU SHOULD CONSIDER BRINGING WHEN MEETING WITH US FOR AN ESTATE PLANNING CONSULTATION

Bringing these items to your consultation will help us better understand your situation and provide you with accurate guidance. If you’re unsure about any specific documents, don’t worry; our team is here to help and can guide you on what’s most relevant for your estate planning matter.

1. The name, address, and loan ID number for your mortgage company (if any)
2. The name, address, and policy number for your homeowner’s insurance company
3. The name, address, and account number(s) for all financial accounts. Including:

• • Checking
  • Savings
  • CDs
  • Money Market
  • Annuities
  • 401ks
  • IRAs
  • Life insurance policies
  • Brokerage Accounts

4. The name, address, Social Security Number, and date of birth of any beneficiaries you want added to a will or trust.
5. Original vehicle titles.
6. Copies of deeds for real estate.
7. Copies of existing estate planning documents (wills, trusts, powers of attorney, etc.)