Are there any documents that I need?
The following documents and information will be helpful to have:
- Deeds to Real Property
- List of Bank Accounts
- Names, addresses, dates of birth of beneficiaries
- Copy of Previously Executed Last Will and Testament
- Life Insurance Policy information
- Retirement Accounts, Stocks, Bonds
- Oil and Gas Royalty Information
How would I get started?
Here is an intake questionnaire to help you get started.