Forms for Download (PDF)


For Long-Term Care/Medicaid planning conferences, use this document list and one of these Questionnaires:

Document List (Long-Term Care/Estate Planning)

Long-Term Care/Estate Planning Married Persons Questionnaire

Long-Term Care/Estate Planning Single (Unmarried) Person Questionnaire


For planning for Person(s) w/ Disabilities (for yourself or a family member), use this document list and Special Needs Questionnaire:

Doc List-Special Needs Planning

Special-Needs-Planning-Questionnaire (Single Person)


For other Estate Planning, please bring documents and other information that may be needed to provide us a summary of your assets and income. Also bring any documents about which you may have questions or that you think we might need to review to advise you, such as current wills, trusts and powers of attorney. An example of documents to bring is here Estate Planning Document List. No questionnaire to fill out ahead of the conference.


Books Authored or Co-authored by H. Clyde Farrell

  • Texas Elder Law

    Texas Practice Series Volume 51, (2010-2014)
    Published by West, a Thomson Reuters Business

  • Save My Home!

    Saving Your Home, Farm or Ranch from Medicaid Estate Recover in Texas

Disclaimer: This website is intended for general informational purposes only and nothing contained in this website is legal advice. No attorney-client relationship is created by this site and none exists unless or until a written agreement is signed by you and Farrell & Johnson PLLC. Communication with us through this website will not establish an attorney-client relationship. You should not act upon any information provided on this website until you have sought appropriate legal counsel.