Please bring the following with you to the appointment:
- Existing estate planning documents
- Federal and state tax returns for the last two years
- Driver’s license(s)
- Vehicle registration(s)
- Copies of bank, mutual fund, brokerage, 401(k), IRA, TSP, etc statements, and information on taxable, tax free and US government bonds or T-Bills you own outside a brokerage account.
- Copies of life insurance policies
- Copies of Long Term Care Insurance policies
- Copies of Trusts where you are a Trustee or a beneficiary
- Copies of your divorce decree and property settlement agreement
- Copy of your pre-nuptial agreement if married
