We need to know the general nature and extent of your assets. While we don't need to know, for example, which stocks you own, we do need to know that you have a brokerage account, how it is titled and its approximate value. Of particular importance is the type of ownership of each account (e.g. sole, joint, pay on death, etc.) and the identity of the designated beneficiaries for retirement accounts. If real estate is subject to a mortgage, that should be noted. For most property, a "ball park" value will be sufficient. Personal property does not to be specifically detailed, unless you have special gifts that you want to make. It may be helpful to summarize an estimate of your net worth, including life insurance and retirement plans. If you have a written summary of assets already prepared, you may bring that with you in lieu of completing the asset information on page 3 of the information form.

No, not for the initial consultation. During our meeting, we will discuss what documents you will need to locate and obtain going forward.

Yes. It's very important that you discuss any special or unique needs that your beneficiaries may have. Often, there are effective ways to plan for the specific needs of beneficiaries in a way that is in everybody's best interests.

No. While you should certainly give some thought to who you might want to serve in these fiduciary roles, you don't need to be certain about who you will name. We can assist you in arriving at these decisions, including discussing when it might, or might not be, appropriate to name co-fiduciaries or a corporate fiduciary.

• Age(s) you feel your children may be able to handle an inheritance.
• Any restrictions or conditions you might want on gifts.
• Contingent beneficiaries should any or all your your primary beneficiaries predecease you.