Please consider the following things before your scheduled appointment:
- What do you want to accomplish with your estate plan?
- What are your concerns about estate planning?
- Who would you like to manage your assets if you become disabled during your lifetime?
- Who would you want to manage and distribute your assets after your death?
- To whom do you want to leave your assets upon your death?
- Do you have assets in special need of protection from creditors?
- Do you expect to receive an inheritance?
- Does any potential beneficiary have any special needs or circumstances?
-◊- For married couples, it is very important that both you and your spouse attend this consultation. If for any
reason, you or your spouse cannot keep your appointment, please call us at (888) 222-1328 and we’ll reschedule for a more convenient time.
-◊- If you have a trust, please bring a copy. Think about changes in your life and estate since you last reviewed
your trust (changes to your beneficiaries or trustees, have you or will you receive an inheritance, etc.)
-◊- If you attended a seminar: Complete Estate Plan Solutions checklist (Page 39 in seminar booklet)
Flagstaff
