Let’s Get to Know Each Other
Our first meeting is an opportunity for us to get acquainted, review the process so you are comfortable, and to discuss your goals for estate planning. Think of it as telling your story and more is always better because it allows me to understand who you are, your situation, and to craft a plan tailored to your needs. We will discuss family background information, financial information, and who you might consider to act on your behalf. Hearing your story helps.
Helpful information includes:
The following lists include helpful information to bring and/or to have thought about prior to our first meeting. But don’t worry if you didn’t do your homework, sometimes its just better to get the ball rolling.
- Beneficiary Information- Names, Addresses, and Birth dates
- Fiduciary Information- Names, Addresses, and Phone Numbers
- Retirement Accounts
- Brokerage Accounts
- Bank Accounts
- Life Insurance