Estate Planning Checklist

Checklist: Things To Bring to Your Estate Planning Conference

Any old/current documents such as Wills, Trusts, Marital Property Agreements, financial or health care powers of attorney, etc.

Copies of deeds to home and other real estate that reflect how title is held; real estate tax bills; approximate value

Names, addresses and telephone numbers of named agents, heirs or beneficiaries

Long term care policies

Income information

Bank/investment account information – approximate value, how titled, beneficiary or payable on death information

Retirement Account information—type of account (IRA, 401K, pension), approximate value, beneficiary information

Annuity information – approximate value, beneficiary information, accumulation or payout phase

Life insurance – list policies, cash value, death benefit value and beneficiary information

List of debt, liabilities

Wisconsin Attorney Marsha Tesar, with Tesar Law Group, S.C. assists clients in DeForest, Madison, Sun Prairie, Waunakee and the surrounding area with Estate Planning, Elder Law, Medicaid, Wills, Trusts, Revocable Living Trusts, Special Needs Planning, Business Organization and Contracts, Asset Protection, Real Estate Law, Estate Tax, Wisconsin Probate and Estate Administration.

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