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Elder Law Planning Document Checklist

Generally, it helps if you can bring copies of the following documents and information to our initial Elder Law planning meeting:
  • Names, addresses, phone numbers and social security numbers of your children
  • Deed to your house and most recent County Tax Receipt
  • Most recent statements for all bank accounts and investment accounts
  • List of face values and issue dates of all savings bonds
  • List of face values, cash surrender values and death benefit values of all life insurance policies (you may need to request this information from the life insurance company)
  • List of face value and death benefit values of all annuities (you may need to obtain this information from the company managing your annuity)
  • List of all stocks held, including the number of shares and issue dates
  • Burial Plot Deed and documentation of any pre-arranged funeral and burial
  • Annual statements of social security, pension and other income benefits
  • Any prior gift tax returns filed
  • List and details of any outstanding debts
  • Your current Will, Power of Attorney and Health Care Proxy, if any
Depending on your situation, more documentation and information may be needed. We are happy to discuss this with you further.