CHECKLIST FOR FIRST APPOINTMENT
Please bring the following items to your first appointment. This allows us to get a "snapshot" of your current finances and family, so we can offer appropriate advice and options regarding your estate plan.
If you can't find all these items please don't worry, just bring what you can.
Property Tax bills for any real estate
Deeds for any real estate
Promissory Notes & Deeds of Trust (payable to you)
Recent investment account statements
Recent bank statements for savings accounts and CDs
Retirement account statements
Life insurance information
Information about any businesses, corporations, partnerships, LLCs, etc.
Information about your family. Be sure to let me know if you have any disabled or estranged children
Your questions and concerns (feel free to make a list)
Kenneth S. Jacobs
Attorney at Law
Estate Planning, Trust & Probate Law
State Bar of California Board of Legal Specialization
117 N. Main Street. Sebastopol, CA 95472
(707) 829-7303 firstname.lastname@example.org