Planning document downloads

Wills and Trusts

Personal Information Form  (return before Initial Meeting)
Documents Checklist  (needed after we get started on Living Trust planning)
10 Qualities of a Good Estate Plan  (Newsletter explaining what makes a good estate plan)

Medicaid

Personal Information Form  (return before Initial Meeting)
Documents Checklist 
A Nursing Home Case Study (How we saved one family $100,000)

Veterans Benefits

Personal Information Form  (return before Initial Meeting)
VA Document Checklist 
Veterans Benefits: Who Qualifies and For How Much

Death of a Loved One (Probate and Trust Administration)

Personal Information Form (Probate and Trust Administration)
Checklist: What to do when a loved one dies