12 Things To Bring to Your Estate Planning Meeting


We have found that our clients feel more comfortable coming to our office or virtual meeting – for their first estate planning meeting if they know what to expect from the meeting and what to bring with them.

You can expect to chat about your family, finances, health, concerns, and goals. We will make sure that all your questions are answered and all your concerns are addressed. We will create your estate plan, email, or mail drafts for your review and set a date for you to come back to sign your estate planning documents (we have parking lot signing procedures in place to maintain social distancing).

It is helpful to have the following documents for the first meeting:

  1. A written list of your questions or concerns, as well as any estate planning goals.
  2. Your up-to-date financial statement, if you have one.
  3. Your most recent bank, investment, and retirement account statements.
  4. The deed to your house.
  5. Your previous estate planning documents.
  6. Any prenuptial or marital agreements.
  7. Copies of your retirement plan and annuity contracts, as well as life insurance policies.
  8. Contact information for your other professional advisors such as your general practice attorney, CPA, insurance professionals, and financial advisors.
  9. Contact information for your general practitioner and any specialists that you see for a particular condition.
  10. The contact information for family members, those you name in positions of authority (such as trustees, guardians, executors, and agents under a power of attorney), and clergy members.
  11. A preliminary list of those you wish to name in positions of authority (such as trustees, guardians, executors, and agents under a power of attorney.)
  12. Contact information for your favorite charities.

If you have any questions about anything on the above list or about your first estate planning meeting, simply call our office, and we’ll be happy to help you.