Information You Need to Plan Your Estate

It is helpful to have as much information on hand as possible when planning an estate:

  • Names, addresses, and birth dates of all people (related or not) that you plan to name in your will
  • Name, address, and telephone number of the person(s) you plan to name as the executor of your will
  • If you have minor children: names, addresses, and telephone numbers of potential guardians
  • Amount/source of your principal income and any other income (such as interest and dividends)
  • Amount/source/beneficiaries of your retirement benefits.  This includes IRAs, pensions, Keogh accounts, government benefits, and profit-sharing plans
  • Amount/source/beneficiaries of other financial assets such as bank accounts, annuities, and loans due you
  • Amount of your debts: including mortgages, installment loans, and business debts
  • A list (including approximate values) of valuable property you own, including: real estate, furniture, collections, jewelry, heirlooms, or other assets
  • A list and description of any jointly-owned property, with names of the co-owners
  • Documents that could affect your estate plan, including: prenuptial agreements, marriage certificates, divorce decrees, tax returns, wills and trust documents, property deeds, etc.
  • Location(s) of any safe-deposit boxes and an inventory list of its contents

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The Law Offices of Tom Hogan will provide you with personalized attention and guidance. Protecting your rights is our main objective. We have been representing clients for the past 30 years and our experienced team of attorneys will advise you of the legal consequences of every decision you take.