Note: This page and these documents are under development. Please contact us if you have questions about how to best prepare for your appointment.

Pre-appointment Checklists

Estate Planning

Estate Planning Questionnaire (Married)
Estate Planning Questionnaire (Single)
Power of Attorney for Finances Fact Sheet
Power of Attorney for Health Care Discussion Topics
Revocable Trust
Income Only Irrevocable Trust

Medical Assistance Planning (Medicaid)

Medical Assistance Planning What to Bring With You
Wisconsin Medicaid Resource and Needs Allowances
Medical Assistance Exempt Assets
Medicaid – Spousal Impoverishment Protection


What to Do When a Person Dies
What I Should Bring to My Initial Probate Conference
Duties of a Personal Representative

Veterans Benefits Assistance

Veterans Affairs Pension Benefits Eligibility
Veterans Affairs Aid and Attendance Claim Checklist
Veterans Benefits Irrevocable Trust
Confidential VA Benefits Evaluation Form