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National Academy of Elder Law Attorneys, Inc.

Important Documents and Information (for the First Appointment)

last updated 01/06/2008

Welcome to the Office (updated as of 01-06-2008)
Complete this form and bring it with you to your first appointment
Personal and Financial Organizer (For your Living Trust )
Complete this form and bring it with you if you are contemplating estate planning and a trust.
Medicaid and Entitlement Planning Information
Complete this form and bring it with you if you are contemplating long-term care and/or Medicaid planning
List of Documents required for Medical Assistance application
Begin gathering these documents if you are considering filing an application for Medical Assistance (Medicaid)

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