Consultation
What should I bring to the first meeting?
It is helpful (but not necessary) if you bring the following items to the initial meeting or mail them to the law office prior to the initial meeting:
- A copy of your current will(s), if you have one, and copies of any other existing estate planning documents.
- Copies of any deeds to real estate, the most recent property tax statements for real estate, and any documents regarding real estate such as mortgages or anything else restricting use or transfer.
- Copies of promissory notes or contracts if anyone owes you money.
- If you own a business, copies of any partnership, buy-sell, or corporate redemption agreements which may be in place.
- A basic financial statement listing assets and liabilities and showing whose name assets are titled in and beneficiary designations.
You may download any of these pdf documents to assist you in deciding the goals for your own personal estate plan. You will need Adobe Acrobat Reader to view them.
Worksheet for Individuals
Worksheet for Married Couples
Worksheet for Domestic Partners
Do I need a Trust?
Do I need Estate Planning?
Do I need a Will?
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