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Forms & Checklists

Estate Administration Questionnaire

Estate Planning Questionnaire (Married Couple)

Estate Planning Questionnaire (Individual)

Guardianship Questionnaire

Long Term Care Planning Questionnaire (Married Couple)

Long Term Care Planning Questionnaire (Individual)

Personal Affairs Organizer

Trust Administration Questionnaire

Recent Blog Posts

Jan

Five Important Age Milestones Leading Up to Retirement

January 20th, 2020

You have probably been saving for retirement (or at least thinking about it) for decades. All the while, retirement has seemed like some mythical city in the clouds that you would never actually reach. Then all of a sudden, your anticipated retiremen… Read More

Jan

Ten Financial New Year’s Resolutions for 2020

January 13th, 2020

Happy New Year! Not only is it a new year, but a new decade. While these milestones are somewhat arbitrary, it’s worth pausing at the threshold of a new year or decade to contemplate how much has changed in the past, and what new beginnings you’d… Read More

Dec

Estate Planning & Elder Law Services is Moving!

December 20th, 2019

The new year is a time of change and new beginnings, and, in 2020, that’s true for Estate Planning & Elder Law Services, P.C. as well. Big changes are afoot, and we can’t wait to share them with our friends, clients, and colleagues. Our North… Read More

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