The attached forms can be downloaded and completed without printing. Please feel free to call our office for any questions you may have regarding this questionnaire (770) 416-0776
EHLF Asset Organization Page
Use this page to determine what kind of assets you own and how those assets are owned.
PLANNING CHECKLIST FOR FEBRUARY
Use this checklist to get started on organizing your estate plan.
Estate Planning Questionnaire (Single Clients)
For Estate Planning clients seeking a consultation regarding creating or updating a Will or Trust. This is a fillable Word document for potential clients who are single, divorced or widowed.
Estate Planning Questionnaire (Couple)
For Estate Planning clients seeking a consultation regarding creating or updating a Will or Trust.. This is a fillable Word document for potential clients who are married or partnered.
Guardianship and/or Conservatorship Questionnaire
For clients seeking Guardianship and/or Conservatorship of a disabled minor or adult.
Medicaid Questionnaire
For clients seeking consultation for Medicaid benefits or Medicaid Asset Protection Planning.
Probate or Administration Questionnaire
For clients seeking consultation regarding Probate for the estate of a loved one who died with a Will or for the Administration of the estate of a loved one who died without a Will.
Special Needs Trust Questionnaire
For clients seeking consultation for Special Needs Trust for a disable minor or adult.
Veterans Benefits Questionnaire
For veterans or surviving spouses of veterans seeking to consult on available benefits from Veterans Affairs and/or Veteran's Benefits Asset Protection Planning.
LLC Questionnaire
For clients seeking to create an LLC.
PLANNING CHECKLIST FOR APRIL 2022
Review and update your legal documents?