If possible, please bring copies of the following documents with you to your meeting with the attorney:
- Will, Codicil, Trust Agreements
- Real Estate Deeds, Appraisals
- Prenuptial Agreements
- Living Will, Health Care Declaration or Power of Attorney, Durable General Powers of Attorney
- Current statements or list of all brokerage accounts, bank accounts, certificates of deposits, life insurance, annuities, etc. Please indicate how assets are titled and who is the beneficiary.
