When meeting your American Law Firm estate planning lawyer in Rockford, IL, please be sure to gather the following information and have it with you.
Estate Planning Documents:
- Be sure to bring family information – this includes names, contact information, whether family members are included in your plan and how, plus any other relevant details.
- Please bring financial information, such as the Account Title regarding Non-Retirement Assets. Assets include stocks and bonds, bank accounts, and investment accounts.
- You must bring information regarding Retirement Savings, including the asset type, the institution or employer where held, and beneficiary information. These may include 401(k)s, IRAs and Roths, Inherited retirement savings, and Pension information, if any.
- Bring any relevant information regarding a Life Insurance Policy, such as the policy type, the company providing the insurance and information about any beneficiaries.
- Please bring information regarding owned real estate, such as the address, the ownership interest (such as whether it is sole ownership, joint ownership, etc.), and the outstanding balance for all owned properties.
- Other information to bring includes tangible personal property information, information about potential inheritances, and any information regarding one’s businesses.
Probate Documents:
It may also be necessary to bring certain probate documents. These may include:
- A will or a trust
- Deeds to any real estate property
- Life insurance policies
- Any prior gift returns
- Any documents that may be related to applications for public benefits, such as Medicaid or Social Security
If you would like to learn more about the documents you may need during your meeting with an estate planning lawyer in Rockford, IL, please give the team at American Law Firm a call in advance of your meeting. We would love to speak with you and help plan your visit!
