What to Bring for Effective Consultations

What can I do beforehand to ensure a productive estate planning consultation with an attorney? It is helpful (but not necessary) to bring the following documents with you to an initial consultation –

  •  Any existing estate planning type documents – i.e., Wills, Powers of Attorney, Trust Agreements (w/ any amendments), etc.;
  • The Deed to your home and any other real estate (if it is readily available);
  • Titles to vehicles, trailers, campers, boat registrations, etc.;
  • Bank statements for each account, including the Payable-On-Death form for each account (if one exists);
  • The most recent quarterly statement for each investment/retirement account, including the Beneficiary Form for each account;
  • Life Insurance policies, including the beneficiary information;
  • Information regarding streams of fixed income – i.e., Social Security Retirement, Social Security Disability, pensions, etc.; and
  • Knowledge as to whether any expected beneficiaries of your estate are, or will likely be, receiving any state aid (i.e., Medicaid, SSI, etc.).

Call 870.424.6337 or

Contact Me for an Appointment!

Schedule In-Person or Phone Consult


Beginning February 21, 2024, I will be beginning the process of closing my law practice to join First Security Bank's Trust Department at their Mountain Home location. From that date forth, I will no longer be accepting new clients or providing existing clients with any ongoing legal counsel. Please know that you may locate another attorney of your choosing by going to www.arkbar.com.

If you are a past estate planning client and would like photocopies of your original documents (the originals should be in your possession and/or control), please contact me as soon as is reasonably practical to make those arrangements. Best methods to contact me are listed below in order of preference:

1. travis@fordlawfirmmh.com

2. Text 870-405-5245

3. Call 870-405-5245

4. Call 870-424-6337

Although it has been a pleasure practicing law for the last 25 years, I am eager to transfer my estate planning experience to estate administration by serving as a trust officer at First Security Bank. If you find yourself looking for a trustee, I hope you will consider me.

Should you have any questions regarding the above, please know I stand available.


Travis W. Ford