The following is a list of items to bring to your first estate planning meeting. If you can’t bring all of these items to your first meeting, don’t worry about it. We can get this information later:
- Deeds for any real estate that you may own.
- The most recent statements that you have for any financial investments that you have.
- Copies of any insurance policies.
- Most recent bank statements and CD accounts you may have.
- Copies of any wills or trusts that you presently have.
- List of any other assets that may own.