McLean Estate Plan
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Organizer, What to Bring?
Organizers
1 Estate Planning
2 Elder Law Planner
3 Updating
4 Title Chart
How to Use Organizers
Click Organizer
Copy into Microsoft Word on your computer
Complete Organizer
Print completed Organizer and bring to your planning conference.
Bring With You To Planning Conference
Completed organizer
Former estate plan, powers of attorney and healthcare directive, other relevant legal instruments you have
Most recent tax return
All draft and actual government filings for any public benefits
Anything else you believe would be helpful.