What Do I Need To Bring?

We want to hear your story.  Only then can we make the best recommendations as to how to best plan for your family and distribute your assets at the time of your death.  We want to hear what you would like to accomplish.

1. WARRANTY DEEDS

Part of your story involves giving us information on what you own and how it is titled.  To do this, please bring a copy of all warranty deeds of any real estate you own.  This document may have the words “Warranty Deed” or “Quit Claim Deed” across the top of the page.  Our staff may be able to assist you if you are unable to locate your deeds.

2. APPROXIMATE VALUE OF ASSETS

We will also need to know the approximate value of your other assets (bank accounts, stocks, bonds, money market accounts, etc.) and how these accounts are titled.  You may bring an actual statement of each account with you.  However, if you have a general idea of the value of each account and know how each account is titled, it is not necessary to bring account statements. 

3. VALUE OF RETIREMENT ACCOUNTS AND LIFE INSURANCE POLICIES

Also important is the value of your retirement account(s) and life insurance policy(ies). We will discuss your retirement accounts, how they are titled, and the value.  We will need to know the face value of any life insurance policy; it may also be helpful to know the type of policy, i.e., term, whole life, etc.  We will also address with you the beneficiary(ies) of each life insurance policy and retirement account.

What Does Our First Meeting Look Like?

We recognize that doing estate planning is a very easy subject to put off until tomorrow.  Do NOT let the lack of any of this information cause you to delay coming to the first interview we will have together.  If necessary, you can gather any information we need between the time we first meet together and when we sign your documents.  What is important is that we do get started on this process, and sometimes, it is just that, a process, you have made the first step by looking at this website and making the initial appointment.  We look forward to reviewing your particular facts and creating the very best plan for you and your family.  This planning will involve evaluating what documents will best meet your needs.  The documents may be wills with testamentary trusts, financial powers of attorney, revocable trusts, life insurance trusts and advance medical.