ELP Forms

• If need Estate Planning (Wills, Powers of Attorney, Trusts, etc.), use this form: Estate Planning Questionnaire (No public benefits planning)
• If you are interested in Estate Planning, but not public benefits like Medicaid, this is the checklist of documents we need: Documents Needed for Estate Planning (No public benefits planning)
• If you are married and you are concerned about public benefits such as Medicaid Eligibility, use one of these forms:
  • Medicaid & Lifecare Planning Workbook for Married Couples (long)
  • Medicaid & Lifecare Planning Workbook for Married Couples (short)
• If you are single (or widowed) and you are concerned about public benefits such as Medicaid Eligibility, use one of these forms:
  • Medicaid & Lifecare Planning Workbook for Individuals(long)
  • Medicaid & Lifecare Planning Workbook for Individuals (short)
• If you are concerned about public benefits like Medicaid, this checklist tells you what documents we need: Document Checklist for Planning For Public Benefits
• If you are seeking help with special needs planning or special needs trusts, use this questionnaire: Special Needs Questionnaire
• If you are wanting help with a guardianship, use these questionnaires:
  • Guardianship Questionnaire
  • Guardianship Petition – Financial Disclosure
• Other forms:
  • 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
• Bill of Sale for Vehicle
• True Bill of Sale for Vessell | Instructions
• 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