To be fully prepared for your estate planning strategy session, we recommend that you bring the following
documents: an up-to-date financial statement, if you have one. Your most recent bank, investment, and retirement account statements.
The deed to your house
Your previous estate planning documents if you have them.
Any prenuptial or marital agreements
Copies of your retirement plan and annuity contracts as well as life insurance policies.
Contact information for other professional advisers such as your general practice attorney, CPA,
insurance professionals, and financial advisors.
The contact information for your general practitioner in a specialist that you see for a particular condition.
The contact information for family members and those you name it positions of authority
and clergy members.
A preliminary list of those you wish new positions of authority.
A preliminary list of your estate planning goals.
The contact information for your favorite charities in a written list of your questions or concerns.
At Scriber Law Group we help people protect the people they care about
Contact us to schedule a strategy session today.
You
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