What to Bring to Your Estate Planning Consultation
Having these items ready will help us make the most of your appointment. Don’t worry if you can’t gather everything — bring what you can and we’ll work through the rest together.
📄 Personal & Family Information
- Government-issued photo ID for you (and your spouse, if applicable)
- Social Security numbers for you, your spouse, and any children
- Birth dates for all family members
- Marriage certificate (if married)
- Divorce decree or separation agreement (if applicable)
- Prenuptial or postnuptial agreement (if applicable)
🏠 Property & Assets
- Deeds for any real estate you own
- Recent mortgage statements
- Bank and investment account statements
- Retirement account statements (401(k), IRA, pension)
- Life insurance policies
- Business ownership documents or operating agreements
- Vehicle titles
- Appraisals for valuable personal property (jewelry, art, collectibles)
💳 Debts & Liabilities
- Mortgage balances and lender info
- Credit card statements
- Student loan or personal loan details
- Any court judgments or liens
📋 Existing Legal Documents
- Current will or trust (if you have one)
- Powers of attorney (financial and healthcare)
- Healthcare directive or living will
- HIPAA authorization forms
- Beneficiary designation forms (retirement accounts, life insurance)
👥 People to Think About
- Names and contact info for the people you’d like to name as executor, trustee, guardian, or power of attorney
- Names of anyone you’d like to include (or exclude) as a beneficiary
- Contact information for your financial advisor, accountant, or insurance agent (if applicable)
🎯 Your Goals
- Notes on what matters most to you — protecting minor children, avoiding probate, charitable giving, asset protection, Medicaid planning, etc.
- Any specific concerns or family situations we should know about
Ready to get started?
Complete our questionnaire online before your appointment.
Questions? Call us at (833) 256-6644 or email info@hlawgrp.com