CHILDREN (INCLUDING ADOPTED CHILDREN)
OTHER BENEFICIARIES / CHILDREN FROM FORMER RELATIONSHIPS
PROPERTY INFORMATION – REAL ESTATE
*IMPORTANT: Bring current statements for each account.
INVESTMENTS (BONDS, STOCKS, ETC.)
RETIREMENT ACCOUNTS (INCLUDING IRAs, 401Ks, etc.)
LIFE INSURANCE (FOR TYPE, SELECT “W/L” FOR "WHOLE LIFE" AND “T” FOR TERM)
BUSINESS INTERESTS (FOR TYPE SELECT "C" FOR CORPORATION, "P" FOR PARTNERSHIP, "LLC" FOR LIMITED LIABILITY COMPANY, "SP" SOLE PROPRIETORSHIP)
MORTGAGES / PROMISSORY NOTES / LOANS
Miscellaneous (List Only Major Personal Effects Such as Automobiles, Valuable Jewelry, Paintings, Coin Collections, Stamp Collections, etc.)
SAFE DEPOSIT BOX
OTHERS LISTED ON BOX:
OTHER IMPORTANT INFORMATION
** Please bring copies of any existing estate planning documents (Will, Trust,Power of Attorney, etc) with you to your meeting. It is also helpful to have account statements and any beneficiary information for each asset you currently own.