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Personal Injury Services

Estate Planning & Probate Relevant Documents

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!

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

Personal Injury Lawyer Rockford - American Law Firm, P.C.

Client Testimonials

My Mom and I worked with Tyler and Brittany on a case where my Mom was injured in a car accident. American Law Firm was able to get my Moms medical claims paid by the other parties insurance, along with compensation for her regarding the injuries that she sustained in the accident.

Amy R.


Personal Injury Lawyer Rockford - American Law Firm, P.C.

Client Testimonials

There were many firms I could have gone to for help but I couldn’t of made a better decision with The American Law Firm and the help of Mark, Brittany and Tyler. Thank you all again!



Personal Injury Lawyer Rockford - American Law Firm, P.C.

Client Testimonials

Very nice people! Brittany was amazing! She was able to get my mother's lien for her hospital bills negotiated down to a very reasonable price. She was with us every step of the way. My mother got her settlement from her car accident within 3 weeks of hiring them. Highly recommended!

Drecko B.


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