How To Prepare For Your Appointment
You will get the most out of your family wealth planning session if you are prepared.
First, you will be sent a packet that includes a “Family Wealth Inventory and Assessment”. This should be completed as best as you can. Don’t worry if you don’t know all the details we’ve asked for, it’s a great starting point for you to get your affairs in order. We realize for many people this is just a starting point. The planning process is extremely helpful in that regard. We are going to make organization even easier for you after you meet with us. Please return this worksheet at least one week before your scheduled meeting so we will have the opportunity to thoroughly review your worksheet and will be ready to advise you when you come for your meeting.
After filling out the assessment, you will want to begin to gather bank account statements, brokerage statements, out of state property deeds, life insurance information, corporate record books (if you are a business owner), and retirement plan statements. Don’t worry if you can not find everything. Again, this is just a starting point and we will help you gather everything you need throughout our process.
Now would also be a good time to request beneficiary designation change forms from your insurance company, retirement account custodians, or from your HR department if you have work-related benefits. While you won’t need those right away, you will need them eventually and starting now can’t hurt.
If you have any trouble gathering any of this information, do not hesitate to give us a call… we’re here to help.