How to Prepare for Your Discovery Meeting

COMPLETE PERSONAL INFORMATION FORM
COMPLETE YOUR NET WORTH STATEMENT
What to Bring to Your Estate Planning Discovery Appointment

For Scheduling or Questions, please contact:
Traci Carver:  770-507-0025 ext. 848  traci.carver@captrust.com
Brittany Watkins:  770-507-2500 ext. 824  bwatkins@cpyke.com

Please bring these items to your Discovery Meeting:

  • Your spouse (if applicable)
  • Personal Information Form (click link above to complete)
  • Net Worth Statement (click link above to complete)
  • Most recent tax return
  • Annuity/ Retirement Account Statements (IRA, 401(k), etc.) – Please bring ALL pages of the latest statements.
  • Pension Information (include survivor benefit information)
  • Cash Account Statements (money market, savings, etc.)
  • Investment/ Brokerage Statements – Please bring ALL pages of the latest statements.
  • Social Security Statement – Log into the Social Security website and download your latest statement. (If you are currently receiving SS, this will show on your tax return. No need to bring a separate statement.)
  • Mortgage Statement
  • Insurance Statements – Life, Long-Term Care, Disability, Home and Auto declarations page or policy.