Here you will find important documents and information that you need for your first appointment or soon after.
Welcome to the Office 
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.
