Before You Meet with Your Attorney

Before you meet with your attorney it is important to think about all of the assets you own, and all of the people and organizations you want to benefit, including Ballet Hispánico.

Making a bequest to Ballet Hispánico of New York, Inc. is simple: all you need to do is sit down with your attorney and discuss your gift plans. Your attorney will then draft your will, codicil, or trust to include your special gift to Ballet Hispanico. These documents should refer to the legal name “Ballet Hispánico of New York, Inc.” and Tax ID # 13-2685755.

The checklist below is intended to assist you in gathering information needed to draft your will with your attorney.


  • Cash in checking accounts
  • Cash in savings accounts
  • Money market accounts
  • Stocks (attach list and cost basis)
  • Bonds (attach list)
  • Real estate
    • Home Principal/Vacation
    • Other (attach list)
  • Personal property (attach list)
  • Business interests (describe)
  • Jointly owned assets (describe)
  • Stock options (describe)
  • Retirement benefits (describe)


  • Birth certificates
  • Life insurance policies
  • Powers of attorney for health care and property
  • Mortgage documents
  • Leases
  • Existing wills and codicils (have you named guardians for minors?)
  • Trust documents
  • Pension and profit-sharing, IRA and other retirement plans
  • Marriage certificate
  • Marriage contracts (pre-nuptial and post-nuptial)
  • Divorce or separation agreements
  • Employment contracts and deferred compensation agreements

Beneficiaries (decide whom you want to benefit):

  • Spouse
  • Children
  • Charitable organizations or other individuals

Estate Designees:

  • Your Executor; the person who will be the manager of your estate and will distribute your assets as you direct in your will
  • Your Trustee; if trusts are part of your estate plan
  • The Guardian; if you have children who are minors

Before You Meet with Your Attorney

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