To open .pdf files you will need Adobe Reader.

Resources

Downloadable Forms

Estate Planning Questionnaires

Please complete the applicable Estate Planning form(s) before our first personal conference.

1) General

General Estate Planning (non-Medicaid) (.pdf)

2) Medicaid (choose one)

Medicaid Planning for Couples (.pdf)
Medicaid Planning for Unmarried Individuals (.pdf)

Healthcare Powers of Attorney and Healthcare Advance Directives

Appointment of Health Care Agent (Tennessee) (.pdf)
Advance Care Plan (.pdf)