How to Prepare for Your Discovery Meeting

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.