What to bring to your appointment with your Elder Care and Estate Planning Lawyer:

appointment

  • Recent statements from banks and financial institutions;
  • Life insurance declarations;
  • Annuity contracts;
  • Beneficiary designations (to IRAs, life insurance, 401(k)s, etc);
  • Warranty deeds to all real property and timeshares;
  • Vehicle titles;
  • Prepaid funeral contracts;
  • Documentation of current income;
  • Most recent income tax return;
  • Documentation of transfers of assets during last five years;
  • Long term care insurance policies;
  • Legal documents (Wills, Trusts, Powers of Attorney, Living Wills, Appointments of Health Care Representative, Divorce Settlements);
  • Military discharge papers;
  • Medical insurance cards;
  • Guardianship/conservatorship decrees;
  • Medicaid and VA applications and correspondence if pending; and
  • One or more family members if available
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