Service Description

We know that protecting your legacy and your family are extremely important to you. Let us help you gain the peace of mind that comes from legally planning the future for you and your family. Documents that will be helpful in your meeting: • List of full names and dates of birth for you, spouse, and children. • Names and dates of birth for any persons to be beneficiaries. • Identification of any special needs for any beneficiary. • Identification of any person you provide financial support. • Most recently filed state and federal tax return. • List of current assets, values, and titling. • Real Estate Deeds. • Bank Account Statements. • Retirement accounts or statements of 401K, IRA, Roth, SEP, etc. and Beneficiary Designations. • Insurance Policies and Beneficiary Designations. • Marriage License. • Any divorce decree and Property Settlement Agreement. • Burial or cremation arrangements. • Interest In Business • Money or debts owed to you. • Any co-owners of assets.