How To Prepare For Your Estate Planning Session

You will get the most out of your Estate Planning Session if you are prepared.

First, you will need to fill out the application on our “Getting Started” page. Complete the application as best you can. Don’t worry if you don’t have all the details right away, it’s a starting point. We are going to make organization even easier for you after you meet with us. After you complete the form, we will contact you and set up an appointment to meet with one of our attorneys.

Next, you will want to begin gathering bank account statements, brokerage statements, out of state property deeds, life insurance information, corporate records books (if you are a business owner), and retirement plan statements. Don’t worry if you can’t find everything. Again, this is just a starting point and we will help you gather everything you need throughout our process. 

Now would also be a good time to request beneficiary designation change forms from your insurance company, retirement account custodians, or from your HR department if you have work-related benefits. While you won’t need those right away, you will need them eventually and starting now can’t hurt.

If you have any trouble gathering any of this information, do not hesitate to give us a call … we’re here to help.