Estate Planning Questionnaire
Your family, your wishes and what you own, gathered before your consultation so the meeting is about decisions rather than paperwork.
About 45 minutes
Forms
Questionnaires
The information we need, gathered before we meet.
Every one of these can be filled out online, downloaded and typed into, or printed and written by hand. Whichever you choose, your answers come to us the same way, and nothing has to be emailed.
Probate Intake Questionnaire
For a family settling a loved one's estate. Gathers the decedent, the heirs, the assets and the debts so the case can be filed without a dozen follow-up calls.
About an hour
Medicaid Planning Questionnaire
For a family facing nursing home or long-term care costs. Covers assets, income, expenses and the five-year look-back so we can tell you where you actually stand.
About 90 minutes
Special Needs Trust Questionnaire
For a family protecting someone with a disability. Gathers the benefits they receive, who cares for them and how the trust should work, so money can help without ending SSI or Medicaid.
About 45 minutes
Adult Guardianship Questionnaire
Gathers what the court needs about the adult who needs protection and about the person asking to serve as guardian, including the questions Florida requires the court to ask.
About 40 minutes
Guardianship of a Minor Questionnaire
Gathers what the court needs about the child, about any property being held for them, and about the adult asking to serve as guardian.
About 35 minutes
Why fill one out before we meet?
Because the meeting is then about you rather than about paperwork. When Jeanette already knows your family, what you own and what worries you, the hour is spent on decisions and advice instead of spelling names.
What we never ask for online
Social Security numbers and full account numbers are not on any of these forms, online or on paper. We collect those with you directly, in person or by phone. If a form or an email ever asks you to send those to us, it did not come from this firm.
Free Consultation
Ready to protect your family's future?
The 30-minute phone consultation is free. Answer a few quick questions and we'll match you with the right attorney for your situation. Bilingual. No obligation.
