Your First Visit
Call (513) 251-4900 to schedule a visit.
We look forward to meeting you and will do our utmost to answer your questions and provide the information you need.
What you can expect
During your first visit with us, we will:
- Listen to your reason for coming to us
- Educate you about your options
- Make recommendations on how to proceed
- Explain how we charge for our services
- Completed Schedule of Assets form (Choose one of the following forms (PDFs)):
- Completed Information for My Attorney form (PDF)
- Any current legal documents you have
- Deeds to any real estate
- Original Will
- Death certificate, if available
- Funeral bill, if available
- Names and addresses for all Will beneficiaries and next-of-kin
- Any Trust documents
- Deeds to real estate
- Car Titles
- Most recent income tax return for the decedent
- Most recent statements for any of the following in the decedent's name (please include assets with a joint owner or named beneficiary):
- Bank Accounts
- Life Insurance Policies
- Investment Accounts
- Annuities
- Stock Holdings
- Bonds
- Pensions
- Outstanding debts (not including monthly expenses)
- Any other asset in the decedent's name
- Completed Medicaid Planning Information Form (PDF)
- Listing of all the income
- Deeds to any real estate
- Date of admission to a nursing home
- Dates of any nursing home stay of 30 days or longer in the person's history
- Copy of Power of Attorney
- Overall health status and prognosis
- History of any asset transfers in the last 60 months
What to bring with you:
Choose one of the following types of meetings:
Estate planning meeting (Will, Power of Attorney, etc.)
Please bring the following:
<<top
Estate administration meeting
Please bring the following:
<<top
Nursing home Medicaid planning meeting
Please bring the following:
<<top