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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.

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