Starter Packet
This page has the documents you need to fill out during the planning process. (It also has some helpful reference documents, as well.)
PLEASE CLICK DOCUMENT TO DOWNLOAD
Wills and Trusts
Personal Information Form (return before Initial Meeting)
Documents Checklist (needed after we get started on Living Trust planning)
Getting Started (1-page flyer)
Keys to Choosing an Estate Planning Attorney (Newsletter explains more about our process)
Medicaid
Personal Information Form (Long-Term Care)
A Nursing Home Case Study: How we saved one family $100,000
Veterans Benefits
Personal Information Form (Long-Term Care)
A VA Case Study: How we helped a WWII vet pay for assisted living
Death of a Loved One (Probate and Trust Administration)
Personal Information Form (Probate and Trust Administration)
As always, please feel free to contact us with any questions you may have or just to speak with someone and get more information. You can reach our offices at 217-726-9200 or by email at Amelia@EdwardsGroupLLC.com.
