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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.



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


Client Testimonials

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

Lyn Pond


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