What Documents Are Needed For Estate Planning?

estate planning documents

When clients come in for estate planning consultations, it can be helpful for them to bring certain items with them in order to use the consultation time most effectively. 

If possible, clients should bring with them a list of any substantial assets they own, including bank accounts, real estate, life insurance, retirement accounts, stocks or bonds as well as a list of any specific bequests they are looking to possibly make. 

These items can be helpful so we can address each asset in the consultation, further discussing how each asset will pass upon death to ensure the estate plan the client desires is the estate plan which will occur. 

It is also helpful when a client brings with them a list of beneficiaries they are considering, and their relationship to them, as well as who they are considering for powers of attorney. Full names are needed, and when a list is provided it can eliminate spelling or relationship errors. 

If a client is coming in to execute estate planning documents, their drivers license will be needed in order to notarize their documents at execution in order to verify their identity. 

While there naturally can be follow up questions to any consultation, it can also be helpful when clients write down a list of questions they may have prior to the consultation, which encourages them to think in depth about their wishes and desires for their estate planning in advance of the consultation. 

All of this information helps us to draft estate planning documents, whether it be a will, power of attorney, living will, trust or any other document utilized in estate planning. 


If you have any questions about the topic discussed in this article, or any estate planning matter, please give us a call at Bononi & Company 724-832-2499.


The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

Privacy Policy

This privacy policy discloses the privacy practices for www.bononiandbononi.com. This privacy policy applies solely to information collected by this web site. It will notify you of the following:

  1. What personally identifiable information is collected from you through the web site, how it is used and with whom it may be shared.
  2. What choices are available to you regarding the use of your data.
  3. The security procedures in place to protect the misuse of your information.
  4. How you can correct any inaccuracies in the information.

Information Collection, Use, and Sharing 
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information 
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

  • See what data we have about you, if any.
  • Change/correct any data we have about you.
  • Have us delete any data we have about you.
  • Express any concern you have about our use of your data.

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

We also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.


Our Privacy Policy may change from time to time and all updates will be posted on this page.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at 412-832-2499