What estate planning attorneys collect from clients
By Arthur Teboul, DokuTrak · Published
In short
Estate planning attorneys collect investment, bank and retirement statements, mortgage statements and property tax bills, plus birth and marriage certificates and ID, to draft wills and trusts and fund them. Requests go out after the first meeting and again when assets are retitled into a trust. The friction: forgotten accounts, statements that hide titling, and plans that pause for months.
Estate planning attorneys
An estate plan starts with an inventory: what the client owns, how each asset is titled and who is named as beneficiary. Statements answer those questions better than memory, so the attorney asks for a recent statement for each account and property, along with identity and family documents.
The work stalls in two places. Before drafting, clients often leave out an old retirement or brokerage account. After signing, trust funding waits on statements the client has to retrieve, and without a date attached the plan can sit unfinished for a long time.
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