These deadlines are for attendees of the September 28, 2019 presentation.
October 5, 2019
May be submitted at the presentation or uploaded at TaxReturn.rivkinprobono.org.
Complete detailed intake form
October 7, 2019
You will need to click on “Register” in order to create an account and begin filling out the intake form. Please complete every applicable question on the form.
Schedule two meetings:
October 14, 2019
Please note that this is a different site than is used for the intake form. You will need to sign up as a New Customer.
The phone consultation must take place between November 4 and November 14.
The signing meeting must take place between December 2 and December 18.
Obtain change-of-beneficiary forms
November 1, 2019
Obtain change-of-beneficiary forms for any life insurance policies, IRAs, and other retirement plans (such as 401(k) plans) that you have.
Review:
Prepare list of questions and e-mail them in advance
Before your phone consultation
The documents to review will be e-mailed to you.
Please carefully review these documents and prepare any questions you have for your phone consultation. If possible, please e-mail your questions to us in advance of your call.
November 25, 2019
Forms submitted after this date will not be reviewed.
Using the instructions provided in our asset titling memorandum sent to you before your telephone conference, do your best to complete the forms and send us a draft copy so that we can review them with you at your signing meeting. Do not submit the forms to the individual companies until after you have signed your estate planning documents with us.
Note that this will be your only opportunity to obtain our assistance in completing any required change-of-beneficiary forms.
Update the titling of your assets and your beneficiary designations
January 18, 2020
Although this is not a fixed deadline, our experience suggests that you will be more likely to complete this step if you adhere to this timeframe.