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Personal Injury Services

Estate Planning & Probate Relevant Documents

Please gather the below information and bring with you when meeting with your American Law Form attorney:

Estate Planning Documents:

  • Family information (names, ages, contact info, if they’re included in your plan and how, etc.)
  • Financial Information for Non-Retirement Assets (titling of accounts)
    • Bank accounts
    • Investment accounts
    • Stocks, bonds
  • Retirement Savings Information (type of asset, institution/employer where held, any beneficiary info)
    • 401(k)s, IRAs, Roths, etc.
    • Inherited retirement savings
    • Pension information (if any)
  • Life Insurance Information
    • Type of policy
    • Company providing the insurance
    • Beneficiary information
  • Real Estate Information
    • Address, ownership interest (sole, joint, etc), outstanding mortgage balance for all owned properties
  • Tangible Personal Property information
  • Inheritance information
  • Business information

Probate Documents:

  • Will or trust documents
  • Deeds to all real property
  • Life insurance policies
  • Prior gift tax returns (if any)
  • Documents related to applications for public benefits (Medicaid, social security, etc.)

Call us now to get the legal advice you need.815-394-1776

Client Testimonials

After meeting with Mr. Crosby I feel that I have the information that I need to make the right decision.

R.B

10/28/2017

Client Testimonials

Professional and personable. Tyler listened to us and explained everything thoroughly. It was nice to have someone who could understand and relate.

Regina Klikas

10/28/2017

Client Testimonials

Very professional, straightforward and honest about options for my case.

Lyn Pond

10/28/2017

Contact us Today! Call us at 815-394-1776 or submit