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Cross-Border Planning Document Checklist

Papers for a family with ties in more than one country are often spread across places and languages. This checklist helps you see what you already have before a New York planning conversation.

Part of International: all international services and resources →

How to use this tool

Print the page, or mark the boxes on your screen. Skip any line or group that does not apply. Most people will not have every paper, and a missing item is still useful to notice.

Use the list to get ready for a conversation. It is not a court filing, and it does not say what applies to your facts. For foreign documents, see foreign documents translations apostilles new york. For a blank asset list, see asset inventory worksheet.

Nothing you type or check leaves your device, and nothing is saved.

Identity and status
Wills and estate documents in each country
Property and title
Accounts and investments
Family and heirs
If someone has died

This is education, not legal advice or tax advice. We practice New York law only, so please coordinate with counsel abroad and with your tax adviser or accountant on tax filings and on the law of any other place.

Talk through your next step

When your list is as complete as you want it to be, call (212) 518-3868 or request a Free Consultation.

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