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 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)

Document Checklist (Coming soon)

A Nursing Home Case Study: How we saved one family $100,000

VA Benefits

Personal Information Form (Long-Term Care)

Document Checklist (coming soon)

A VA Case Study: How we helped a WWII vet pay for assisted living

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.