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. 

Anderson Law Group, Inc.
Estate Planning & Business Law

Protecting What Matters Most

Contact us today to start protecting what matters most to you and your family.