What to Bring to Your Estate Plan Consultation
Be thinking about:
what you own;
who you want to receive your possessions (think in terms of percentages of a whole pie);
who you want to put in charge of managing your finances and estate. Have 2 or more people in mind who you would name in order of succession (we don’t recommend co-trustees unless it’s a married couple);
whether you will leave something to your favorite charities;
if you have minor children, who you would name to be their guardian in the event you (and your spouse if applicable) pass away;
who you would name to handle your healthcare decisions and financial decisions if you ever became disabled.
If you have estate planning documents and asset information on hand, it would be helpful to bring the following:
Originals of your current estate plan [Wills, Trust(s), Codicils, Amendments, Powers of Attorney, Living Wills, etc.] if applicable;
A spreadsheet of your assets;
Copies of your asset statements (bank accounts, retirement accounts, mutual funds, stocks, bonds, life insurance policies);
Copy of your Deed or Title Insurance Policy to your home and any other real estate you own;
Name and contact information of your financial planner(s)/advisor(s);
A list of your valuable, personal property (e.g. collections, artwork, jewelry, vehicles, etc.);
Information on any business interests you own;
Any other asset information you believe might be helpful.
All information, materials and links on this website are solely intended for the use of informational purposes and do not constitute legal advice.
Transmitting or viewing the materials on this website does not in any way create an intention on our part, a receipt on your part, or a constitution of an attorney-client relationship with the attorneys at The Law Offices of Hoy & Sahlas, LLC.
We have provided all materials, information and links on this website to individuals or entities interested in obtaining information concerning The Law Offices of Hoy & Sahlas, LLC. and the law firm’s practice areas.
All information contained on our website is published only as general information not specific to individual cases and may not reflect the most recent developments in the law or in a specific location or individual situation.
Materials and information contained on our website is not provided in the course of any attorney-client relationship. The information contained in this Web Site is not intended to constitute legal advice, nor as a substitute for seeking and obtaining legal advice from a qualified attorney licensed in the viewer’s state.
Anyone viewing this website and the materials and information contained therein should not rely upon or act upon those materials and information without first seeking individual counsel from a licensed attorney in the applicable State. This website is not intended to constitute advertising for The Law Offices of Hoy & Sahlas, LLC. This firm does not seek to represent any person or firm based upon viewing of this website in any State where this website fails to comply with all applicable laws and rules of professional standards/ethical conduct requirements in a given State.