What Information Should I Bring to the Consultation?
While you do not have to bring any documents, it is helpful if you know the following information:
- Names, addresses and phone number(s) of:
- beneficiary(ies),
- guardian(s),
- trustee(s),
- executor(s),
- power(s) of attorney (financial and medical).
- Assets you own
- How the assets are titled (i.e. joint names, sole name, in trust for, beneficiary designation),
- Approximate value of assets:
- Assets include real estate, vehicles, life insurance, annuities, 401(k), IRA’s, and businesses in which you have an interest, etc.
- Debts that you still owe
