Laureate Planning (Estate Value in Excess of $20 Million)

2. Gathering the Estate

After our Introductory Visit, we give you our Confidential Personal Information packet, which includes:

•Basic information about Estate & Asset Protection Planning and our firm;

•The date and time of our Laureate Planning Visit;

•Directions to our firm's offices (if we did not already meet in person);

•An explanation of the process ahead; and

•A Confidential Information Worksheet for you to fill out and a list of requested documents.

If you need a little extra time to Gather your Estate than you originally believed, that poses no problem at all. We simply ask that you contact our Team at your earliest convenience to schedule an alternative time for our Laureate Planning Visit together. We strive to keep our calendars as open as possible for our family of clients.