When working with an estate planning attorney, it’s important to be prepared with the necessary information and documentation. This will help ensure that the estate plan they create is tailored to your specific needs and goals. 

At Mortellaro Law, our job is to educate you about what you don’t know — and then teach you those things to prepare you for the future. This begins with giving you an overview of what we will need when we sit down with you to begin creating your estate plan. 

Your Tampa estate planning attorney will ask you to bring or have available the following information. 

Income Information

Your Tampa estate planning attorney needs detailed income information to plan an effective strategy. How much do you earn? How much of that is dedicated to ongoing debts, assumed debts, and other future planning strategies? We can help you with a financial plan that directs income into estate planning to safeguard your future and that of your loved ones. 

 

Your income can include: 

  • Current salary or wages
  • Pensions
  • Social Security income
  • Military service retirement or disability income