Starter Packet Documents
Planning document downloads
Wills and Trusts
Personal Information Form (return before Initial Meeting)
Documents Checklist (needed after we get started on Living Trust planning)
10 Qualities of a Good Estate Plan (Newsletter explaining what makes a good estate plan)
Medicaid
Personal Information Form (return before Initial Meeting)
Documents Checklist
A Nursing Home Case Study (How we saved one family $100,000)
Veterans Benefits
Personal Information Form (return before Initial Meeting)
VA Document Checklist
Veterans Benefits: Who Qualifies and For How Much
Death of a Loved One (Probate and Trust Administration)
Personal Information Form (Probate and Trust Administration)
Checklist: What to do when a loved one dies
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 Tarina@EdwardsGroupLLC.com.