Prepare for Consultation

Please Bring the Following Documentation to Your Initial Estate Planning Consultation:

• Copies of existing estate planning documents (if any), including wills, trusts, power of attorney, health care documents, etc.
• Copies of all deeds to real estate owned by you if assessable or at least a complete list of property in and out of state.
• Copies of the most recent statements evidencing your ownership of bank accounts, investment accounts, retirement accounts and annuities.
• Copies of any stock or bond certificates.
• Business ownership documents if you are a owner of an interest in any Corporation or Limited Liability Company, Partnership or other business venture. 

We may also request the following:

• Pre or Post Nuptial Agreements (if applicable).
• Long-Term care policies (if applicable).
• Divorce Decree or Property Settlement Agreement for divorce under which continued obligation exist.
• Last 2 years of personal income tax returns.
• Last 2 years of any corporate, partnership, gift tax, estate tax, or trust tax returns.

NOTE: We need to review these and any other requested documents and may need to review a design plan with your tax and wealth advisor before making a planning recommendation.