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National Academy of Elder Law Attorneys, Inc.

Important Documents and Information (for the First Appointment)

last updated 11/11/2009

Welcome to the Office (updated as of 01/05/10)
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)

 

The Nuts and Bolts Guide to Veterans' Benefits 
An introductory tour of the Special Monthly Pension available for wartime veterans and/or survivor spouses who are age 65 or older OR permanently and totally disabled

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