Planning for Your Upcoming Appointment

Information and Items needed for Estate Planning

  • General outline of assets (Bank accounts, Investments, Real Estate, Life Insurance)
  • Old estate documents (if applicable)
  • Social Security Numbers of any of your minor children being discussed
  • Full contact information (name, address, phone number, and email) of any person being named in any document
  • Please consider before your meeting how you would like to distribute your assets (including, but not limited to your tangible, financial, real property, and digital) by Will, Trust, or directed beneficiary designations
  • It would be appreciated if you could please email us a copy of your driver’s license as well.