New Guardianship Questionnaire Form (Page 8 of 8) in pdf

New Guardianship Questionnaire Form Page 8

NEW GUARDIANSHIP QUESTIONNAIRE FOR A MINOR

We appreciate you completing the following questions as to yourself. Caregivers are

especially conscientious about facilitating the care needs of those they care for. Unfortunately,

they are often remiss when it comes to making the time to address their own. We wish to

ensure that your personal legal needs are being addressed by taking the time to discuss these

issues with you.

“PROPER PLANNING MAY CREATE PEACE OF MIND”

Do you have the following legal documents in place:

YES

I WANT TO KNOW

A. Last Will & Testament

B. Revocable Trust

C. Durable Power of Attorney

D. Springing Durable Power of Attorney

E. Designation of Health Care Surrogate

F. Living Will

G. Organ Donation/Transplantation Request

H. Declaration of Pre-need Guardian for a Minor

I. Special Needs Trust for a disabled spouse or

Family member

J. Do Not Resuscitate Order

If you consult with us as to your personal estate planning needs within the next three (3)

months you will receive a 20% discount on the consultation and on the charge for estate

planning documents. Please save a copy of this page and bring it with you to your personal

consultation. We look forward to serving you.

New Guardianship Questionnaire Form Page 8