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Please gather copies of the following documents for your appointment:

  1. Will, Codicil, Trust Agreements
  2. Real Estate Deeds, Appraisals
  3. Admission Agreements to hospitals and health facilities
  4. Divorce Decrees, Prenuptial Agreements, Adoption Papers
  5. Guardianship Documents
  6. Living Will, Health Care Declaration or Power of Attorney, Durable Powers of Attorney
  7. A list of full names, addresses and telephone numbers of people who have a part in your planning as executors, trustees, beneficiaries of your estate, helpers and advisors
  8. Retirement plans, including any forms designating beneficiaries