PREPARE
Preparing for your Asset Meeting
A few minutes now makes the meeting far more useful.
Checklist
- Return your completed asset booklet at least 24 business hours before this meeting. A late booklet can delay your plan by 30 days or more.
- Have recent statements handy for each account, and your property deeds if you have them.
- Note any beneficiary designations you are unsure about.
Questions before your meeting? Call (626) 898-9195 or email info@woodlegalgroup.com.