📄 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.

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