Getting Started – Supplemental Needs Planning

Follow the steps below to begin the supplemental needs planning process:

Step 1.

PB_logo_learnMoreReview information about our Pro Bono Supplemental Needs Planning Program to see if you might be an eligible candidate.

Step 2.

If the Pro Bono Supplemental Needs Planning Program is not suitable for your situation, contact our office to schedule an initial consultation.

CONTACT US

Step 3.

Before your initial consultation, complete and return our confidential estate planning questionnaire and our supplemental questionnaire for special needs planning.

You can download the questionnaires and print them from your computer by clicking below.

FOR MARRIED COUPLES  FOR SINGLE PERSONS
Special Needs Planning Supplement

Alternatively, if you are interested in completing a combined questionnaire online, which we expect will make the process quicker and more efficient on your end and ours, you can access our secure online version below.  However, please understand that our online questionnaire is new, and, while it has been tested, it still might have a glitch or two.

ONLINE QUESTIONNAIRE

Step 4.

Locate any existing wills, trusts, real estate deeds, and other estate planning documents you have previously signed and either send copies to us before (or bring them to) your initial consultation.

Step 5.

To help prepare for your initial consultation, review background information on estate planning and supplemental needs planning.

LEARN MORE ABOUT ESTATE PLANNING
LEARN MORE ABOUT SUPPLEMENTAL NEEDS PLANNING

Step 6.

Begin contemplating the decisions you will need to make as part of the planning process.
LEARN MORE ABOUT PLANNING DECISIONS

Doug Tomlinson photography
Special thank you to nature photographer Doug Tomlinson for allowing us to use his artwork throughout this site. All imagery is copyrighted by the artist and may not be reproduced.

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