Before calling for your free consultation make sure you have
gathered the following information.
1. List of Beneficiaries
This should include their relationship to you and percentages that you would like them to receive at death.
2. Insurance Policies
All Like, Annuity and Long Term Care contracts and most recent statements from companies.
3. Tax Return
Most recent copy of tax return.
4. Brokerage Statement(s)
Most recent copy of statements from the companies or firms that are the custodian for your funds. If you trade online or use a discount broker, a recent copy of a statement will suffice.
5. Bank Statements
Most recent bank statements that list checking, savings, money market accounts. If you own CDs with more than one bank, a list of the amounts and maturity dates will suffice.
6. Estate Planning
Copies of Will or Trust.
7. Income sources
a. Pension (list the amount and if married the amount that the surviving spouse will receive at death.) b. Social Security Income c. The source of all other monthly income.
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