Forms

Estate Planning Questionnaires

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

Estate & Special Needs Planning (choose one)

• Estate & Special Needs Planning Questionnaire (Married) (.pdf)
• Estate & Special Needs Planning Questionnaire (Un-married) (.pdf)
• Special Needs Beneficiary Questionnaire (.pdf)

Elder Care Planning (choose one)

• Elder-ELM Planning Questionnaire (Couples) (.pdf)
• Elder-ELM Planning Questionnaire (Un-married) (.pdf)

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)