Resources

Estate Planning Questionnaires

Please complete the applicable Estate Planning form(s) before our first personal conference.

Estate & Special Needs Planning (choose one)

Elder Care Planning (choose one)

Special Needs Planning

Special Needs Planning Questionnaire (with asset attachment) (.pdf)

Healthcare Powers of Attorney / Healthcare Advance Directives

Appointment of Health Care Agent (Tennessee) (.pdf)
Advance Directive for Health Care (.pdf)

Legal advice is given only in personal conferences which are strictly confidential. We ask that all clients, before the first meeting, fill out a questionnaire to help review and organize their thoughts and information and so that we may better evaluate their needs.

In addition to the questionnaire, new clients should also bring copies of all planning documents they may now have.

Powers of Attorney
Wills
Trusts
Health Care Advance Directives

Special Needs Alliance Articles from The Voice

The Voice is the e-mail newsletter written monthly by members of The Special Needs Alliance, a national organization of attorneys whose practice focuses on planning for individuals with disabilities and their families. William King Self, Jr., a member of The Special Needs Alliance, has selected the following articles that he believes will be of special interest to his clients.