Plan Your Visit
We know your time is valuable, so we created a handy checklist of all you need to know to prepare for your appointment.
Know Before You Go
Before your appointment, you should plan to bring certain documents and information with you. This information will help us develop plan suitable to your specific situation and goals. This list is only meant to be a guide, and there may be additional information needed upon request.
Estate Planning Service
Please prepare a net worth statement that lists:
- The value of your assets (cash, brokerage accounts, retirement accounts, homes, etc)
- A list of your liabilities (mortgages, student loans, car loans, credit cards, etc).
If you have existing estate planning documents, it would be advantageous to review these documents as well.
FAQs
Have a question? Find helpful answers to some of our most frequently asked questions.
Financial Tools
Try some of our recommended tools to upload secure documents and calculate potential costs and income.