What to Bring: Your Initial Consultation Checklist

Preparing for your first meeting helps Attorney Craighead understand your unique family dynamic and goals. While exact numbers aren’t required, having a general “order of magnitude” for your assets is key.

• Personal Information: Full legal names, dates of birth, and contact details for you, your spouse/partner, children, and any other intended beneficiaries.
• Asset Summary: A list of your major assets, including real estate (please bring deeds if available), bank accounts, retirement plans (401k, IRA), and life insurance policies.
• Existing Legal Documents: Copies of any current Wills, Trusts, or Powers of Attorney you have previously signed.
• Fiduciary Choices: Think about who you would trust to serve as your Executor, Trustee, or Guardian for minor children, as well as potential backups.
• Advanced Directives: Consider your wishes regarding life support, organ donation, and final arrangements (burial/cremation).