Everyone’s estate plan is different, and because of this, the information you need to provide will be unique to your situation. With this in mind, there is information that you should be familiar with in order to set up an estate plan that works for you. The most practical information to have on hand for your estate planning meeting includes:
Family Details, such as the names, addresses and telephone numbers for your spouse, children, parents, and other important individuals in your life.
Financial Information
Retirement Savings Information
Life Insurance Details
Real Estate you own
A list of any significant Tangible Personal Property, such as coin collections, art, jewelry, horses, cars, and any other high value or titled tangible asset.
Entities owned for business or investment purposes, such as LLC’s, REIT’s, S-Corps, partnerships, or any other type of business or investment structure you participate in.