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:

  1. Names, addresses and phone number(s) of:
    • beneficiary(ies),
    • guardian(s),
    • trustee(s),
    • executor(s),
    • power(s) of attorney (financial and medical).
  2. Assets you own
  3. How the assets are titled (i.e. joint names, sole name, in trust for, beneficiary designation),
  4. 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.
  5. Debts that you still owe