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 our confidential estate planning questionnaire.

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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