|
Getting Started
During your initial consultation with Attorney Tremain,
she will evaluate and recommend the most suitable estate
planning techniques for your particular situation. The
process begins by collecting information concerning your
objectives, your family (if any), and the things you care
about.
To assist in this process, clients are encouraged to
provide the following documents:
1) A completed Estate Plan Information
Gathering Form (choose below)
2) Past or present estate planning
documents such as wills or trusts
3) Deeds to all real property
4) The most recent statement of each
account from all financial institutions including: banks,
brokerage firms, online accounts, annuities, and retirement
accounts.
5) Stock certificates
6) Marital agreements, including divorce
settlements
7) Last federal income tax return and
any gift tax returns filed
8) Self-owned business documents such as
buy-sell agreements
9) Life insurance policies
10) Contact information and birth dates
of client's closest family and friends
11) Any other documents that show
ownership of property
|
