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Thank you for considering me to help you with your estate planning. I know this is important to you, and I genuinely appreciate your expression of confidence.
I’ve attached a Preliminary Estate Planning Information Form at the bottom of this page to get us started. You will need Adobe Acrobat Reader to open, read and print the contents. Let me know if you have any problems in that regard.
Your hand-written information is just fine. It is very important that I have correct names, addresses and telephone numbers of the persons you want to name as your beneficiaries, your Executors and your agents.
While the property (assets) section should be generally accurate, I just need to get a fair idea of the various types of property and their values. You may have a financial statement. If so, you can substitute it for the property and value list.
Call me when you finish the Preliminary Estate Planning Information Form. Or, if you find filling it out too onerous or confusing, call me. We will schedule a mutually convenient appointment at that time. We won't let forms get in the way of accomplishing what you want.
During our meeting, I will review your Preliminary Estate Planning Information Form or other information you are able to provide and your existing estate planning documents and will make recommendations to you.
In addition to an individual’s Will, I always recommend, at minimum, a Statutory Durable Power of Attorney (and related documents), Medical Power of Attorney (and related documents), Directive to Physicians (so-called “Living Will”), and Statement of Guardianship Preferences. I will explain these in our meeting.
Again, thank you for thinking of me. I look forward to meeting you. Please review this memo and the enclosures and call me if you have any questions whatsoever.
Thank you.
Sincerely,
Marvin Champlin Marvin Champlin |
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