Jerry W Melton, Attorney At Law. Free Initial Consultation

Dallas Texas Family Attorney, Criminal Attorney, Civil Attorney, Free Initial Consultation
 

2 Galleria Tower
13455 Noel Road, Suite 1000, Dallas, TX 75240
Telephone: (972)980-8000
E-Mail: JerryMelton@jerrymelton.com

  

English

    

Spanish
* Search This Site
Jerry W. Melton, Attorney At Law

* Recommend this site

 

Contact Jerry Melton for a free initial consultation.

Family Law
Family Law
Criminal Law
Other Cases

Feedback
Common Questions
Useful Information
About Jerry W. Melton

 

Items to bring to your first Estate Planning meeting with Jerry Melton

  • Copies of your current or prior wills or trusts

  • A financial statement or summary

  • Copy of your most recent loan application

  • Copies of current bank and investment-account statements 

  • Printout from computerized finance program 

  • Copies of your deeds to your house or other real property

  • Retirement Benefits

  • Employee Benefits

  • Life Insurance Information 

  • Copies of your stock/share certificates 

  • Copy of trust document (if applicable) and any financial statement or summary you have from the trust 

  • An outline of your "family tree" showing your parents, your siblings, and your children and grandchildren

If you have questions about these matters, please do not hesitate to contact Jerry Melton.


Back to JerryMelton.com

The information provided on jerrymelton

The information provided on jerrymelton.com is not intended to be legal advice, but merely conveys general information related to legal issues commonly encountered. If you have specific questions you'd like to have addressed or seek consultation please contact Jerry Melton.

Jerry W. Melton, Attorney At Law

Website design and maintenance by Stacy Beatty - Consulting White Rock.
Questions about Website and  Comments -  Contact Consulting White Rock