Generally, your estate planning is going to require three (3) appointments once you decide to get started. All of the appointments will be with Mr. Mahony personally, who also offers a free consultation appointment if you desire before you decide whether or not to get started. Once you have decided to get started, you should bring to your first appointment the following information (no papers required):

• a general list of your assets, including:
  • real estatebank accountsstocks, bonds and mutual fundsretirement plans
  • life insurance

• the approximate value of the above listed assets, but no account numbers or addresses requiredthe names of your children or other beneficiariesthe names of your successor trustees (and guardians if necessary)
• fee for planning (described elsewhere in this website)

After the first appointment, you will receive the draft of your estate plan in the mail with a Plain English Explanation to assist you in understanding the draft documents; after reviewing the documents, you will contact our office to schedule your second appointment, at which time we will review the documents and answer any questions you may have and make any changes that are required.

At your third appointment, you will sign the documents and receive letters and instructions for transferring other assets to your trust.