DOCUMENTS WE NEED TO COMPLETE YOUR ESTATE PLAN:
- Prior Estate Planning Documents – Please bring any previously completed will, trust or other estate planning documents by you or your spouse to your conference.
- Insurance – Please bring all life insurance policies (or copies) and any insurance study prepared for you to the conference.
- Gift Tax Returns – If you have filed any federal or state gift tax returns, please bring them with you to the conference.
- Deeds – For each piece of real estate in which you have an ownership interest, please provide a copy of the deed.
- Retirement Plans – Please provide a copy of the summary description of all retirement plans.