New Client Forms

Client Intake Form (download)

Annual Newsletter

2016 Annual Newsletter
2015 Annual Newsletter
2014 Annual Newsletter
2013 Annual Newsletter
2012 Annual Newsletter
2011 Annual Newsletter

General Information

Frequently Asked Questions
Glossary of Terms
Medicare Enrollment Options
Medicare & Prescription Drugs
Medicare Nursing Home Compare
Medicaid Services & Programs Page 1
Medicaid Services & Programs Page 2
Social Security Administration Fact Sheet
STABLE account
VA Benefits
What to Do When Someone Dies


BMV Form 3811 – Affidavit for Designation of Beneficiary
Crummey Letter
Declaration for Mental Health
Designating a Beneficiary on Death (TOD) for a Motor Vehicle
Finding The Right Care Facility
Florida Combination Living Will and Designation of Health Care Surrogate
Letter of Intent Information
Health Care Power of Attorney
Health Care Power of Attorney with End of Life Provisions
Medicaid Application Checklist (Married)
Medicaid Application Checklist (Single)
Medicaid Passport Application Checklist
Memorandum Directing Distribution of Personal Property
Ohio Living Will Form
Ohio High Risk Pool Checklist
Qualified Income Trust form
Rules of Superintendence Applicable to Guardianships
Types of Financial Planners Chart

Informational presentations

Guardianships — New Supreme Court Rules
Medicaid Transition — Miller Trusts

Helpful Links

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