What to Bring
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 (choose one below):
If you have requested that our Firm prepare your gift tax return, please complete the Gift Tax Worksheet.
Please do not hesitate to call or contact us with any questions you may have regarding your appointment.