Schwartz & SCHWARTZ


Modern professionalism with old fashioned family service


Preparing for my meeting

To get the most out of your meeting please bring the following information  with you:

A list of  your assets with recent account statements and balances;

Declaration Page of all Life Insurance Policies;

Account statements of all Retirement assets;

Account statements for mortgages and loans;

Copy of all deeds to real estate;

The full names, addresses, and dates of birth of all immediate

family members, and other people you want to have inherit assets

from you; and

Copies of all previous Wills and Trusts.










Before your estate planning appointment