Call (602) 955-9555 to schedule your appointment to work through the process.

Bring these items to our meeting:

Who: A list of names, addresses, and telephone numbers for:

• The person who may need long term care
  
• The person’s spouse, parents, adult children
  
• Whoever the person is living with
  
• The closest adult relative
  
• Whoever is named as the person’s:
  
  • Agent on a power of attorney
    
  • Trustee
    
  • Personal representative
    
• The person’s doctor

Documents:

• Any medical report or medical records
  
• The Will, trust, and any other estate planning documents
  
• Deeds
  
• The most recent bank and other financial account statements
  
• A list of any stocks and bonds not in the financial statements
  
• The beneficiary designations for life insurance and IRAs

Income: A list of the person’s, and of any spouse’s income

Medical:

• The person’s diagnoses
  
• The person’s prognosis
  
• Whether the person is able to understand financial and legal matters
  
• When the person’s problems with mental capacity started

Institutionalization:

When the first time was that the person was in a hospital, rehabilitation facility, care home, or any combination of those, for 30 continuous days.
Health of the spouse

Transfers: A list of any gifts made in the last five years

Instead: Call us and we will send you a questionnaire you can fill out that will include most of the information we will need to help you.