You’ll need to gather a few things before we get started:
- THE NAME(S) OF CHILDREN (whether they are to be included as a Beneficiary)
- THE NAME(S) OF BENEFICIARIES, INCLUDING ORGANIZATIONS OR CHARITIES
- THE NAME(S) OF THE PERSON(S) TO SERVE AS ADMINISTRATOR(S) OF THE ESTATE FOLLOWING DEATH (These persons may serve together, i.e., Co-Personal Representatives, or as alternates, i.e., John, and if John cannot serve, then, Mike)
- DESCRIPTION OF CERTAIN ASSETS (Only those you wish to go to a specific beneficiary)
- ALL REAL ESTATE DEEDS (Trust Only)
- ALL MORTGAGES WHERE MONEY IS OWED TO YOU (Trust Only)
Please fill out our Estate Planning Information Sheet, and hit submit at the bottom of the page.