20130614050652-first-meetingWHAT TO EXPECT ON YOUR FIRST MEETING.

In order to understand your goals and legal issues, it is important
to bring as much information as possible about your care issues,
income, and financial assets as all of these are considered
in determining edibility for public and private benefits.

To accurately update and prepare your estate documents, please bring to the meeting the correct names and addresses of you family members and heirs. This assures that the correct information is placed in your client file. You may want to prepare a list of questions or issues you wish to discuss at our meeting.

Copies of Documents to Bring to Our First Meeting include:

• Your Will
• Any Trusts which you have established and funded
with your property
• Any Trusts of which you are a beneficiary
• Your Power of Attorney
• Your Living Will and Health Care Agent Designation
• Long term care Insurance Policy
• Health Insurance Policy
• Investment Accounts
• Deeds to Real Property

• Retirement (Tax Deferred Accounts)
• Certificates of Deposit
• Bank Accounts
• Time shares and other real estate investments
• Court Orders still in force
• Medical diagnoses
• Contracts for Assisted Living, Continuing care
• Community or Nursing Home if applicable