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Youth For Christ Race

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Estate Planning Relevant Documents

When meeting with one of our attorneys to discuss your estate planning case, please gather & bring the below documents:

  • Family information (names, ages, contact info, if they’re included in your plan and how, etc.)
  • Financial Information for Non-Retirement Assets (titling of accounts)
    • Bank accounts
    • Investment accounts
    • Stocks, bonds
  • Retirement Savings Information (type of asset, institution/employer where held, any beneficiary info)
    • 401(k)s, IRAs, Roths, etc.
    • Inherited retirement savings
    • Pension information (if any)
  • Life Insurance Information
    • Type of policy
    • Company providing the insurance
    • Beneficiary information
  • Real Estate Information
    • Address, ownership interest (sole, joint, etc), outstanding mortgage balance for all owned properties
  • Tangible Personal Property information
  • Inheritance information
  • Business information

Call us now to get the legal advice you need.(815) 397-2006

Client Testimonials

Very thorough and professional. Staff is detail oriented, kind and compassionate. Handled my case quickly, saving me thousands of dollars. 10/10 would definitely hire again.

Denny Sanders


Client Testimonials

The Crosby Law Firm, specifically Danielle Burza- Smith helped me with my landlord and estate planning issues. Danielle explained everything really well! Would definitely recommend!

Staci Donald


Client Testimonials

Really good firm !!! Everyone there has made me feel welcome and when talking to attorney I feel like I’m talking to a friend. Staff is polite and very accommodating not to mention they always answer all of my questions and have never made me feel degraded because I don’t understand legal lingo like another firm did to me. Highly recommended !!!

Nicole Almond


Client Testimonials

I didn’t have to wait long to be seen. The staff was very friendly. I’m confident that they can handle my problem.

Don Kristofek


Contact us Today! Call us at (815) 397-2006 or