What We May Discuss
During the first meeting, we can review your current situation, talk through your questions, and help you understand what type of trust or related planning support may be appropriate for your needs.
- Your family situation and planning goals
- Whether you need a new trust or want to update an existing plan
- Real estate, title, and deed-related issues
- Trust funding questions
- Wills, powers of attorney, and advance health care directives
- Related financial planning considerations, where appropriate
Before the Meeting
- Any existing trust, will, deed, or amendment documents
- Property information or deed copies
- Basic family information
- A list of questions or concerns you would like to discuss
- Photo identification if requested