Planning for Persons with Disabilities

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

Other Estate Planning

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 below. No questionnaire to fill out ahead of the conference.