Please bring copies of the following signed original documents that you may have (we may need to retain these for reference while we work on your case and we would prefer that you safeguard the originals):

  • Any and all estate planning documents, such as a Trust (including lists of assets held inside and outside the trust) or Durable power of attorney for finance.
  • List of assets and their approximate value.
  • List of any and all real property owned and how title is held.
  • Monthly income and sources of income.
  • Current cost of care, or the approximate future cost if looking for a facility for placement.