Resources

Estate Planning Questionnaires

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

1) General (choose one)

• General Estate Planning for Couples (non-Medicaid) (.pdf)
• General Estate Planning for Unmarried Individuals (.pdf)

2) Elder care (choose one)

• Elder care Planning for Couples (.pdf)
• Elder care Planning for Unmarried Individuals (.pdf)

Healthcare Powers of Attorney and Healthcare Advance Directives

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

Special Needs Planning Questionnaire

• Special Needs Planning Questionnaire (.pdf)