Before your Family Protection Audit
- Check your email.
Your confirmation from Calendly has your video link and a link to reschedule, up to 24 hours before your Audit.
- Watch for my welcome email.
Within one business day you'll get a welcome email from me with a short questionnaire and a secure place to upload any documents you already have. Please send it back at least 3 business days before your Audit, so I have time to review everything before we meet.
- Have a few things nearby.
No need to organize anything. Just gather what you can:
- Any existing trust, will or estate planning documents, including every amendment
- A recent mortgage or property tax statement for each property you own
- A rough list of your accounts: bank, retirement, brokerage and life insurance
- Plan to join together.
If you have a spouse or partner, most of the decisions are ones you'll make as a couple, so plan to be on the call together.
- Read your Design Meeting Agreement.
It explains what your Audit covers and how your fee works. Read the agreement
See you soon,
Bridget
Questions before then? Call (858) 201-7600 or email hello@northcoastestatelaw.com.