ESTATE PLANNING CHECKLIST

ESTATE PLANNING CHECKLIST

Our goal is to make the process of preparing your will, trust and necessary supporting documents as painless and straight-forward as possible.

In anticipation of our meeting, please assemble the following checklist items. Be assured that whatever information you provide us is privileged and does not go beyond the four walls of our office. Please disregard any item that does not apply to you.

  • Prior Wills and Trusts;
  • Grant Deeds to all real property owned by you;
  • Property tax bills;
  • Bank account statements;
  • Retirement account statements;
  • Securities account statements;
  • Partnership agreements and/or operating agreements for LLCs;
  • Buy sell agreements;
  • Stocks of closely held corporations;
  • "Pink slips" for automobiles;
  • Ownership documents for other assets;
  • Dissolution papers from prior marriages, if applicable;
  • Prenuptial agreements, if applicable;
  • oLife insurance policies;
  • Personal balance sheet;
  • Name, address, and telephone number of your personal physician;
  • Full names addresses, phone numbers, and dates of birth of your children.