All Clients:

• First Meeting Information

• Client Choices

Estate Planning

• Documents to Bring To Appointment

• Estate Plan Intake Form

• Basic Steps

• Family Tree

Domestic Partners

• Advanced Estate Planning Ideas for Unmarried Partners

• Health Plan Coverage Issues for Domestic Partners

Retiree Checklist

• Health Coverage

• Pension Options & Beneficiaries

• Life Events as We Age

Special Needs Planning

• Disability Trust Discussion (Information for attorney before trust will be done)

• Public Benefit Review (necessary for lawyer, used to keep track of changes)

• SSI Spotlight on Trusts (if SSI Benefits are to be kept)

• Disabled Child Planning - Advice to Parents

Guardian &/or Conservator

• First G/C Meeting - What to Bring?

• Initial G/C Interview Form

• Annual Guardian’s Report

Probate/Trust Administration

• Documents to Bring to Probate/Trust Meeting

• Interview Form for Probate/Trust Administration Meeting

Health Care Costs/Public Benefits Eligibility

• Documents to Bring to Appointment

• Health Care Costs Options Form

• Spousal Medicaid Rules

• Medicaid Chart