Pierce Law Group | Estate Administration Lawyers North Carolina
North Carolina Probate and Estate Administration Lawyers
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What documents should I bring to an estate planning meeting? | NC

Pierce Law Group

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Q: What documents should I bring when I meet with an estate planning lawyer about my homes, life insurance, and family wishes? A: Bring the papers that show what you own, who is named on each asset, and who currently has legal authority to act. For your homes, that usually means deeds, mortgage payoff information, tax records, homeowner's insurance papers, and any prior deeds or surveys. For…

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