What Should You Bring When You Meet with An Estate Planning Attorney? Estate Planning | Marietta |


To be fully prepared for your estate planning strategy session, we recommend that you bring the following documents: an up-to-date financial statement, if you have one Your most recent bank, investment, and retirement account statements

The deed to your house Your previous estate planning documents if you have them Any prenuptial or marital agreements Copies of your retirement plan and annuity contracts as well as life insurance policies Contact information for other professional advisers such as your general practice attorney, CPA, insurance professionals, and financial advisors The contact information for your general practitioner in a specialist that you see for a particular condition The contact information for family members and those you name it positions of authority and clergy members

A preliminary list of those you wish new positions of authority A preliminary list of your estate planning goals The contact information for your favorite charities in a written list of your questions or concerns At Scriber Law Group we help people protect the people they care about Contact us to schedule a strategy session today You

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