Please bring copies of the following signed original documents that you may have (we may need to retain these for reference while we work on your case and we would prefer that you safeguard the originals):

  1. Existing trusts
  2. Deeds to real property
  3. Most recent property tax bill for each property (to verify trust inclusion, its not uncommon that trusts are established, but then the property is never actually transferred into the trust)

  4. A list of other assets and how they are held:
    • These other assets might include:
      • Stocks
      • Certificates of deposit
      • Savings accounts
      • Checking accounts
      • Bonds
      • Life insurance policies
      • Any other assets with beneficiary designations
    • How they are held, might include:
      • Joint tenancy
      • Your name alone
      • As trustee
  5. Financial power of attorney
  6. Will