Bromberg & Miller
 
 
Manor Complex
564 Forbes Avenue, Suite 1110
Pittsburgh, PA 15219
Call: (412) 471-9710 or (412) 366-2860
Fax: (412) 232-0344
 
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Wills & Estate Planning

Provides services to families in the region involving preparation of estate plans, including wills, general durable powers of attorney, advance health care directives, and living wills.

Additionally, we offer probate and litigation services in all Orphan's Court matters. Before your appointment, we recommended you read more information about estate administration and review the checklist.
 
 

  • Estate Planning
  • Business Papers
  • Tax Records
  • Personal Legal Records
  • Banking
  • Investments
 

  • Retirement
  • Insurance
  • Real Estate
  • Personal Property
  • Personal Paper

 
 
Part of estate planning is organizing your legal and financial records so the right people spouse, executor, trustee, trusted family member, lawyer and/or planner can easily find them. It makes sense to keep one copy of a document with your estate attorney or planner and one copy at home in a fireproof file. Don't put wills, living trusts or powers of attorney in a safe deposit box since these are often sealed at death. If critical information is stored on your computer, make a disk copy and a paper copy.

Here's a checklist to help you get organized. Make a list of your relevant documents and accounts, including their whereabouts, institution names and contact numbers, and beneficiary and ownership details. Give a copy to a trusted few once your plan is in place. Then relax and live.
 
ESTATE PLANNING Will, property and health care powers of attorney, living will, living trust.

BUSINESS PAPERS Employment, partnership and buy-sell agreements; sole proprietorship information.

TAX RECORDS Federal and state returns, gift and estate-tax returns.

PERSONAL LEGAL RECORDS Prenuptial agreements, divorce decrees, court judgments for and/or against you.

BANKING Checking and savings account information, CDs, loans, credit card information.

INVESTMENTS Brokerage accounts, mutual funds, annuity contracts, limited partnership agreements, stocks and bond certificates.
 
RETIREMENT Information on IRA, 401(k), Keogh and similar retirement accounts; annuities, pension plans, Social Security records.

INSURANCE Life insurance and other types of policies.

REAL ESTATE Deeds, mortgages, title insurance, rental properties, time shares, leases.

PERSONAL PROPERTY Automobile, boat and airplane titles.

PERSONAL PAPERS Social Security number, marriage certificate, birth certificate, military records.