Complete least three days prior to your Life & Legacy Planning Session so that we can understand your situation prior to our meeting.  For couples (married or not), please provide complete information for Client 1 and Client 2. If single, fill in Client 1 only.

Questions or Need Help? Call our office at (949) 505-9494 for assistance.

General Document Request

It is important that we review copies of the following documents to make effective planning recommendations. Please have these ready to review during your session:

  1. Deeds to real estate owned by you.
  2. Financial statements (most recent) bank accounts, investment accounts,
    retirement accounts, and annuities.
  3. Premarital or Marital Agreement.
  4. Long-Term Care Policies.
  5. Divorce Decree or Property Settlement Agreement requiring future payments (child or
    spousal support, maintain life insurance policy, etc.).
  6. Tax Returns - personal, corporate, or partnership (most recent).
  7. Gift tax, estate tax, or trust tax returns (any previously filed).
  8. Existing documents (wills, trusts, powers of attorney, health care directives, etc.).