What To Bring With You to Your Estate Planning Session

At your meeting you will want to bring any current Wills, Trusts, Powers of Attorney, Health Care Power of Attorney and Living Will; all Real Estate Deeds, all Asset Information:

Account numbers and balances (Recent statements can be copied);

all Cash Accounts: Checking, Savings, Money Market, Certificates of Deposit;

all Securities: Brokerage Accounts, Stocks, Mutual Funds, Bonds (Municipal, Corporate, Savings, Treasury);

any Partnerships, Business Interests, Mortgage Balances, Time Shares, Notes Receivable;

all Life Insurance: Beneficiary and Value,

Retirement Plans: IRA, Annuity, Pension;

any Copyrights, Trademarks, Patents, Royalties;

information about any Lawsuits;

Information about Vehicles: Including boats, aircraft, mobile homes, farm equipment, Valuable Personal Property: Jewelry, Furs, Collections, Guns, Etc.;

Burial Plots and Memberships with value.

 

If you don’t have all of this information together, we can help you get organized.
Call 614.336.3083 or email Barb Case at barb.isonlaw@daveison.com
to schedule your no obligation, no cost meeting today.