We will provide you with a questionnaire to help you to prepare for your initial meeting and/or Family Wealth Planning Session.

These are just a few examples of the documents and information you will need to provide:

• Current financial statements

• Investment, bank, and retirement account statements

• The deed to your home or other property you own

• Current estate planning documents

• Prenuptial or marital agreements

• Retirement plan and annuity contracts

• Life insurance policies

• Contact information for your professional advisors, including your CPA, general practice attorney, insurance professionals, and financial advisors

• Contact information for your healthcare providers

• Contact information for family members, those you name in positions of authority (such as trustees, guardians, executors, and agents under a power of attorney), and clergy members

• List of potential guardians, trustees, executors, and agents under a power of attorney