Offices in Augusta, Macon, Warner Robins & Conyers
Call us at 1(877)353-3745
The Only Elder Law Firm With A Board Certified Elder Law Attorney In The Augusta / CSRA, Middle Georgia &
Conyers / Covington Areas

Initial Consultation Questionnaires

Please  choose & click the appropriate form for your Free Consultation. You may always fill out more than one questionnaire if you feel we will be discussing more than one of the following areas of Elder Law:
CHOOSE THE MOST APPROPRIATE QUESTIONNAIRE
FOR YOUR VISIT FROM THE BELOW OPTIONS:
NURSING HOME / MEDICAID CRISIS QUESTIONNAIRE
Use this questionnaire for families coming to see us about a family member that is in a nursing community now or soon to be who are worried about how to pay for care, Medicaid & asset protection planning.
ESTATE PLANNING AND / OR ASSET PROTECTION PRE-PLANNING QUESTIONNAIRE
Use this questionnaire for families coming to see us about doing any type of estate planning from the most basic planning such as wills, trusts, powers of attorney & health directives, or all the way up to protecting assets in the future.
VA BENEFITS / AID & ATTENDANCE QUESTIONNAIRE
Use this questionnaire for families coming to see us about a family member that needs care at home or in assisted living care and is interested in planning to qualify for VA Aid & Attendance to help pay for that care.
SPECIAL NEEDS TRUST OR SETTLEMENT PLANNING QUESTIONNAIRE
Use this questionnaire for families coming to see us about how to plan for the care, financial management and other concerns of a disabled or special needs child or other family member with Special Needs Trusts.
PROBATE & ESTATE ADMINISTRATION QUESTIONNAIRE
Use this questionnaire for families coming to see us about a family member has passed away and needs to discuss probate & the administration of his/her estate.
GUARDIANSHIP AND CONSERVATORSHIP QUESTIONNAIRE
Use this questionnaire for families coming to see us about a family member who has become incapacitated & needs to discuss Guardianship and Conservatorship thru Probate.
BUSINESS FORMATION OR SUCCESSION PLANNING QUESTIONNAIRE
Use this questionnaire for business owners interested in business succession planning, buy-outs, etc.; also use for new business start-ups (discuss proper entities / structure).
FINANCIAL PLANNING & INCOME TAX RETIREMENT PLANNING QUESTIONNAIRE
This questionnaire is appropriate for families coming to see us about planning to minimize income taxes in retirement, secure their retirement income & protect their retirement from external risks.
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