What documents or information do I need to bring with me at the time of my initial office conference relative to preparing my estate planning documents?

While it is not necessary to have specific documents with you, if you have an itemization of the assets you own together or separate and it is also a benefit have full names of your children or other beneficiaries as well as their addresses, telephone numbers and related contact information. If additional information or documentation is needed following the appointment, that can be secured and provided to your attorney for review at a later time.