What should I bring to my consultation?
If we send you a client questionnaire, please fill out and return that document, preferably 24 hours before the appointment so that we have time to review and make the meeting as efficient as possible. Please also bring copies of the deed(s) to any property you own; copies of existing wills, trusts, powers of attorney, or advance health care directives; any life insurance policies you own or for which you are named as beneficiary; and a print-out of the beneficiary designations for any retirement accounts you hold, which can usually be obtained online from your account portal. We may identify additional documents that will require review in our initial consultation.
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