New Client Documents

Confidential
Planning Questionnaire

Please return this questionnaire at least 3 days prior to your free consultation so we can better serve you. Please send back in the provided mailing envelope or scan and securely upload here.

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What to expect during your initial Elder Care Law or Life Care Planning consultation

We want to accomplish several things during your meeting with us:

• • Learn about you, your family, and your care concerns.
  • Understand your specific needs, such as paying for long-term care, protecting your home, or qualifying for Medicaid services.
  • Explore ways to protect assets, avoid court intervention, and plan for future care.
  • Offer support if you are caring for an aging loved one or managing a recent loss.
  • Determine the best next steps in your Elder Law and Life Care Planning journey.

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What to expect during your initial Estate Planning consultation

We want to accomplish several things during your meeting with us:

• Learn about you, your family, and your goals for the future.
• Understand your priorities — whether that’s providing for children, avoiding probate, minimizing taxes, or protecting family wealth.
• Discuss options for Wills, Trusts, Powers of Attorney, and Health Care Directives.
• Create a roadmap to achieve your goals efficiently and with peace of mind.

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What to bring to your initial consultation

• In order for us to make the best use of our time together we ask you to try and bring the following things with you.
• Do NOT worry if you can’t locate any of the items – we will review what may still be needed at our meeting.

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Probate (Estate/Trust Administration) Checklist: What to bring to your probate consultation

To better prepare for your initial Probate Consultation, use this checklist to get prepared.

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