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.