Can I just bring everything in and let you help organize it?

Yes. That is often the best move.

If you are not sure what documents matter, bring what you have. We can help sort through the pile and identify what is relevant.

Do not spend hours trying to decide which documents matter. Bring the pile. We are professionally trained pile-sorters. Very glamorous work.

*Reviewed by Estate Planning Attorney Casey Connealy, Partner at Gaughan & Connealy Estate Planning Attorneys on June 23, 2026.