To make the first meeting productive, bring the following items to get started on your estate planning:

• Any existing wills, powers of attorneys, living wills and trust documents;
• Settlement or Property Distribution Agreements associated with divorce or business separation matters;
• Life Insurance Policies;
• Most recent Income Tax or Gift Tax Returns;
• List of all family members, including children, step-children, adopted children, spouse and extended family;
• A detailed list of all assets and beneficiary designations associated with such assets;
• If you are employed or retired, a detailed list of your employee benefits, pension and 401-k plans as well as Individual Retirement Accounts for both individuals and business;