First, you will want to review the “Family Wealth Inventory and Assessment” that has been included in this package. Complete the worksheet as best you can. Don’t worry or feel overwhelmed if you don’t know all the details that I have asked for. it’s a great starting point for you to get your affairs organized. I realize that for many people this is a starting point. The planning process is extremely helpful in that regard. I am going to make organization even easier for you after you meet with me. Please return your worksheet at least one week before your scheduled meeting so your Personal Family Lawyer (that’s me) will have an opportunity to thoroughly review your worksheet and will be ready to advise you when you come for your meeting.
Next, you will want to begin gathering bank account statements, brokerage statements, out of state property deeds (we can access your California property deeds), life insurance information, corporate records books (if you are a business owner), and retirement plan statements. Don’t worry if you can’t find everything. Again, this is just a starting point and we will help you gather everything you need throughout our process. Please keep all the documents in the red folder we’ve included here for you and be sure to bring the folder to your planning session.
Now would also be a good time to request beneficiary designation change forms from your insurance company, retirement account custodians, or from your HR department if you have work-related benefits. While you won’t need those right away, you will need them eventually and starting now can’t hurt.
If you have any trouble gathering any of this information, do not hesitate to call. I am here to help.
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