Initial Appointment | Law Group of Illinois, Ltd.
For many the initial appointment for estate planning purposes can be overwhelming. The purpose of this list is to assist you in being prepared for that appointment to make it smoother and be more cost effective to you. We would appreciate, but not require, you to gather as much of the information listed below as possible.
Addresses and phone numbers for children/heirs or beneficiaries of your anticipated estate planning.
Please keep in mind that this is a general list and a starting point for your initial estate planning conference. If you are unable to find any of the information, do not worry as we will be able to proceed and provide you direction. We look forward to working with you and look forward to meeting with you at your first appointment.