Please take a few minutes now to print out and complete my Client Intake Sheet. Bring it with you to our appointment. It will save us time when we meet.
¶Whatever planning we do, including planning for a guardianship, will require both medical and financial information. If you can assemble some of the basic data needed and have it organized in categories, we will be able to move quickly through the details.
¶Please provide me with basic medical histories and diagnoses of the relevant party or parties. Whether we are planning for a married individual or a couple, we will need information about both individuals. A list of current medications and copies of recent medical or discharge records can be useful.
¶I will need documentation of all income, from all sources. Tax returns provide the best starting point. I will further need to know all assets, best shown from the most current statements of bank accounts, securities, life insurance, co-ops, houses, other real estate, boats, and cars. It will be important to know current balances/ value and exactly how the title reads on each resource, so please bring copies of the ownership documents and two or three years of checkbook ledgers.
¶It will be helpful to have a personal telephone book with you for relevant addresses and telephone numbers of family members and consultants. For estate planning, I will need a family tree starting with the parents of the person or persons for whom we are planning.
¶For all planning purposes, we will need to know your preferences for agents you wish to name on Heath Care Proxies and Powers of Attorney. If we are to be doing estate planning, you will also need a list of your intended beneficiaries and Executor. Consider also who you will want to serve, if your first choices are unavailable
¶Please also bring with you copies of existing: Wills, Living Trusts, Trusts of which you are a beneficiary, Health Care Proxies, Living Wills and Powers of Attorney. If a currently disabled person is to receive a gift from you, it would be useful to have a copy of the Certification of Disability.