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