Estate Planning Checklist


Checklist: Things To Bring to Your Estate Planning Conference

  1. Any old/current documents such as Wills, Trusts, Marital Property Agreements, financial or health care powers of attorney, etc.
  2. Copies of deeds to home and other real estate that reflect how title is held; real estate tax bills; approximate value
  3. Names, addresses and telephone numbers of named agents, heirs or beneficiaries
  4. Long term care policies
  5. Income information
  6. Bank/investment account information – approximate value, how titled, beneficiary or payable on death information
  7. Retirement Account information—type of account (IRA, 401K, pension), approximate value, beneficiary information
  8. Annuity information – approximate value, beneficiary information, accumulation or payout phase
  9. Life insurance – list policies, cash value, death benefit value and beneficiary information
  10. List of debt, liabilities

Best of DeForest Windsor

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. Our firm strives to provide quality, cost effective legal representation to families and businesses throughout Dane County, Columbia County and the State of Wisconsin.

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