Article Florida Law - Estate Plan Documents

This Florida lawyer has written legal forms, books & articles for West, ALI-ABA & the Fla. Bar Journal and is rated AV by Martindale-Hubbell. Florida probate, real estate and corporation lawyer Martin and his associate Smith also consult on wills, trusts, contract and litigation law.

ARTICLE - EXHIBIT
DOCUMENTS TO BRING TO
ESTATE PLANNING MEETING
Copyright 2007 by James W. Martin. All rights reserved.

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Estate Plan	Wills, trusts, powers of attorney, designations of health care surrogate, declarations of preneed guardian, living wills
Investments	Most recent bank statements, broker statements, mutual fund statements, stock and bond certificates
Insurance	Declaration (cover) pages for homeowner, flood, auto, umbrella, life, health, dental, disability, professional liability
Real Estate	Deeds, title insurance policies, surveys
Vehicles	Title certificates, tag registrations
Family History	Birth certificates, marriage licenses, property settlement agreements, dissolutions of marriage, prenuptial agreements, postnuptial agreements, death certificates, probate records, family trees

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