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What information is needed at the complimentary initial consultation?

April 26, 2017Complimentary consultation initial needed

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What information is needed at the complimentary initial consultation?

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Please refer to the estate planning questionnaire contained in this website. I typically go through the questionnaire at the time of the consultation with you. If you do not have all the information at the time of the consultation you can provide me with any missing information thereafter. The financial information does not need to be exact but rather the approximate value. The beneficiary designation of any insurance policies, pensions, 401K’s etc. should be reviewed prior to or after the consultation.