We request that our estate planning clients bring with them to the initial meeting (or send in advance):
- A recent financial statement (including a list of any insurance policies, retirement benefits and/or IRAs),
- Copies of their existing Trusts, Wills, and other estate planning documents, and
- A completed Fact Sheet Fact Sheet in PDF Fact Sheet in Excel
Please do not hesitate to call or contact us with any questions you may have regarding your appointment.
