What kind of paperwork should you bring to an Estate Planning Appointment?

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David M. Goldman

Answered 2 years ago

You should bring the names and address of family members, and a summary of your the types of assets you have, their proximate value and know how they are titled. We have a sample along with a probate handbook that you can request on our website by visiting the following link https://kc134.infusionsoft.com/app/form/probate