Preparing for Estate Planning

Your initial consultation is complimentary and will be approximately one hour. During that time we will discuss the advantages and disadvantages of traditional estate planning methods and proper estate planning. You will have the opportunity to ask any questions you may have about the creation of a proper estate plan. To utilize your time to the fullest, we ask that you fill out the confidential information forms below:

SINGLE

Personal Information - Single

Summary of Fair Market Value - Single

Estate Planning - Single

MARRIED

Personal Information - Married

Summary of Fair Market Value - Married

Estate Planning - Married

OPTIONAL

Fill in Online or Email forms or Print and Bring in to your meeting.

Please also bring the following to the appointment:

1. The names of the people you intend to leave your assets to and the manner in which the assets shall be distributed (i.e., how much, to whom, what age, etc.)

2. A copy of your warranty deed(s) and latest real estate tax bill(s)

3. Existing wills or trusts.

4. Recent statements regarding investment-related assets, including retirement plan assets (IRAs, 401(K)s, etc.), stocks, bonds, mutual funds, etc.

You are under no obligation to proceed as a result of attending this preliminary. If you are unable to bring all of the above listed to your appointment, please do not reschedule. Please just bring in as many of the items as you can.

I look forward to meeting you to discuss your estate planning needs. If you are unable to keep your appointment, please give us at least 24 hours notice.