- Estate Planning Questionnaire (No public benefits planning)
- Medicaid & Lifecare Planning Workbook for Married Couples (long)
- Medicaid & Lifecare Planning Workbook for Married Couples (short)
- Medicaid & Lifecare Planning Workbook for Individuals(long)
- Medicaid & Lifecare Planning Workbook for Individuals (short)
- Document Checklist for Planning For Public Benefits
- Documents Needed for Estate Planning (No public benefits planning)
- Special Needs Questionnaire
- Guardianship Questionnaire
- Guardianship Petition – Financial Disclosure
- Health Values Questionnaire
- Ethical Will
- HIPAA Release
- Funeral Planning Guide
- Burial Plan
- Client To-Do List
- Special Needs Planning Guide
- Just in Case: Preparing your Family
Government forms:
- Georgia DMV Affidavit of Inheritance
- Georgia DMV to initiate administrative revocation of driver’s license (DDS-270)
- Georgia Statutory Health Care Advance Directive [Use of this form is at your own risk – it may or may not be what you need]
- Georgia Statutory Power of Attorney [Use of this form is at your own risk – it may or may not be what you need]
- Get Vital Records (CDC website)
- Develop a Care Plan (CDC)
- IRS Form 2848 (limited power of attorney for federal taxes)
- Finding Information: The linked document is a short list of sources we prepared to help you find information.
- Worksheet for Determining Heirs-at-law
