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How to Prepare to Meet With Your Attorney.pdf

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Use Your Time Wisely A Get-Started Guide to Seeking Sound Advice Take Inventory By listing your assets and debts, you can better plan for the distribution of your estate. Here are guidelines to help you: ASSETS • Money in savings and checking accounts—list banks and account numbers • Stocks and bonds, mutual funds, money market funds, and CDs—list firms and account numbers • Real estate (including vacation property), automobiles, jewelry, artwork and other valuables • Life insurance policies on your life—list face amounts, cash values, beneficiaries, name of insurance company and agent • IRAs and other retirement plan assets—list custodians, account numbers and beneficiaries • Interest in a business, partnership interests and money owed to you • Interest in a trust that was set up by someone else • Include the names and addresses of any co- owners of assets on your list DEBTS AND OBLIGATIONS For each of the following items, identify to whom the debt is owed; name, address and number of the account; amount of debt outstanding; and the repayment schedule. • Home mortgages • Car loans • Credit card balances • Any other debt Identify Your Beneficiaries Make a list of the family members and friends you want to remember in your plans. List any charitable organizations you want to benefit after your lifetime as well. If you are interested in supporting Indiana University, please contact us. We can help you find the gift that matches your goals. Estate planning isn't only for the wealthy. If you have friends, family and an interest in charitable giving, you will want to provide for your heirs and the causes you care about. To create your estate plan, you will need to work with an attorney who specializes in wills, trusts or estate planning. Follow this outline to prepare for your initial meeting.

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