Planned Giving

What to take to your first Estate Planning Meeting


  • A written list of your questions and concerns
  • Take inventory –list your assets and debts
  • Your up to date financial statements
  • Your most recent bank, investment, & retirement account statements
  • The deed to your house
  • Any previous estate planning documents
  • Any prenuptial or marital agreements
  • Copies of your retirement plan and annuity contracts
  • Life insurance policies
  • Contact information for your other professional advisors
    • General practice attorney
    • CPA
    • Insurance professionals
    • Financial advisors
  • Contact information for your general practitioner and any specialists that you see for a particular condition
  • Contact information for family members, those you may name in positions of authority (such as trustees, guardians, executors, and agents under power of attorney), and clergy members
  • Preliminary list of those you wish to name in positions of authority (such as trustees, guardians, executors, and agents under power of attorney)
  • Preliminary list of your estate planning goals
  • Contact information for your favorite charities