How to Prepare for your Life & Legacy Planning Session
You will get the most out of your personal Life & Legacy Planning Session if you are prepared.
First, you will want to complete your Life & Legacy Inventory and Assessment form by clicking on this Life & Legacy Inventory and Assessment link. Complete the form as best you can. Don’t worry if you don’t know all the details we’ve asked for, it’s a great starting point for you to get your affairs organized. We realize that for many people this is a starting
point. The planning process is extremely helpful in that regard. We are going to make organization even easier for you after you meet with us. Please submit your form at least one week before your scheduled meeting so your Personal Family Lawyer will have an opportunity to thoroughly review your worksheet and will be ready to advise you when we meet for your meeting.
Next, you will want to begin gathering the following documents:
- Bank account statements
- Brokerage statements
- Real property deeds
- Life insurance information
- Corporate records books (if you are a business owner), and
- Retirement plan statements.
Don’t worry if you can’t find everything. Again, this is just a starting point and we will help you gather everything you need throughout our process. Please keep all the documents in the online shared folder, which we provide to you via a separate email.
Now would also be a good time to request beneficiary designation change forms from your insurance company, retirement account custodians, or from your HR department if you have work-related benefits. While you won’t need those right away, you will need them eventually and starting now can’t hurt.
If you have any trouble gathering any of this information, do not hesitate to give us a call at 305-853-9763 we’re here to help.
