It is always best to be prepared.  This checklist while not all encompassing, will assist you in compiling a number of documents which will allow your attorney to assist you in a more efficient and expeditious manner. 

Tax and Income Information

Current Assets & Debts

Real Estate Records

Home & Insurance Related Documentation

Employment & Insurance Related Documentation

Prior Legal and Estate Planning Documentation

In addition to the above referenced documentation, there may also be inherent value to e-mails or other documentation between you and your spouse or other family members which may establish things like mind set, motivations, mental well being, and other valid concerns.

Schmidlkofer, Toth, Loeb & Drosen, LLC
949 Glenview Avenue
Wauwatosa, WI 53213

(414) 259-9300 

The information you obtain at this site is not intended to be legal advice.  You should consult an attorney for individual advice regarding your own situation.

Copyright (c) 2010 by Attorney Christopher Drosen.  All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution.  All Copies must include this copyright statement.

Located in Wauwatosa, Wisconsin, Schmidlkofer, Toth, Loeb & Drosen, LLC proudly serves the entire metro area including Waukesha, Elm Grove, Brookfield, Muskego, Mukwonago,  Hartland, Oconomowoc, Pewaukee, New Berlin, Bay View, Greenfield, Franklin, Greendale, Fox Point, West Allis, Whitefish Bay, Shorewood, Mequon, Menomonee Falls, Delafield, Wauwatosa, and all of Milwaukee County and Waukesha County


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Attorney Christopher Drosen
                           (414) 259-9300

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