Planning Workbook Downloads

The Workbooks/Questionnaires linked below are designed to give us the information we need to help you. We have not designed them to burden you. You should not allow the questionnaire to come between you and the help you need, so if you have concerns or trouble completing them, please ask one of our Elder Care Coordinators to help you with these forms. They are on staff to serve you.

Click on the links below to download a Workbook (in PDF format) of the information we will need to assess your situation:

Life Care Planning: Single:
Full Life Care Planning Workbook
Shorter version

Life Care Planning: Married:
Full Life Care Planning Workbook (Married)
Shorter version

Other Downloads:
Basic Legal-Financial Evaluation
Medicaid Application Questionnaire
Estate Planning Workbook (No public benefits planning)
Georgia Guardianship Questionnaire
Georgia Probate Questionnaire
Risk Self-Assessment: Am I at-risk?

Documents needed for Planning:
Many people have assets that pass outside their probate estate (their Will). To evaluate and work with you regarding your complete estate plan, we will need copies of the following:

• A photocopy of the Articles of Organization, Operating Agreement, Partnership Agreement or Subscription Agreement for any corporation, limited liability company, partnership, limited partnership interest or family business you own;
• A blank change of beneficiary form for each of your retirement accounts;
• A recent statement for each annuity contract you own;
• A blank change of beneficiary form for each annuity contract;
• A photocopy of a recent annual statement for each life insurance policy you own on your own life or on anyone else (such as children or grandchildren);
• A blank change of beneficiary form for any employer provided life insurance; and
• A blank change of beneficiary form for each life insurance policy you own on your own life or on anyone else (other than employer provided life insurance).

In most cases, we will need backup documentation to do any significant public benefits planning. Although it is not necessary to bring all of these documents to the initial meeting, the following is a list of most of the documents we will need if you retain us:
Checklist of documents we need for public benefits planning

Other Documents:
Sample Life Care Planning Fee Agreement
Sample Medicaid Planning Fee Agreement
Hourly Rates (as of October 30, 2009 - subject to change)
Our Privacy Policy
Joint Representation Conflicts Addendum
Notice Regarding Tax Advice
Disclosure Regarding Non-Legal Services