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Estate Planning
Asset Protection
Probate & Estate Administration
Intestate Estate
Who Gets What if I Die without a Will?
Testate Estate
Last Will & Testament
Durable Power of Attorney
Healthcare Power of Attorney
Wills
Advance Directives
Trusts
What Are Trusts
Revocable Trusts
Irrevocable Trusts
Property Transfers
Deeds
“Stepped Up Basis”
Business Formation & Succession
Limited Liability Company vs. S-Corp.
Charitable Planning
Charitable Bequest/Gifts
Life Stage Planning
Singles
Married Couples
Minor Children
Blended Families
Peak Earning Years
Planning for Retirement
Divorce
Special Needs
Supplemental Needs Trust
Able ACT
Elder Law & Medicaid
Guardianship for Special Needs Children
Medicaid
Medicaid Qualification & Spend Down
Guardianship of a Minor
Long Term Care /LTC
Becoming A Client
What To Expect
Choose VEP as your Estate Planning Attorney
Resources
Articles
Trusts
Wills
Power of Attorney (POA)
Advance Medical Directives
Don’t Leave a Mess Behind
Avoid Gifting Mistakes
“The Talk” with My Parent
Should I use a Will to Probate My Assets or Avoid Probate Completely?
Do I Need Estate Planning?
Inheritance & Adult Sibling Rivalry
Can I be prepared in Case I need Assistance due to Dementia?
When Does My Custom Estate Plan Need Updating?
What You MUST Address in Estate Planning
About Us
Our Mission
C. Blake West
JoAnn B. Higginbotham
Workshops
Estate Planning
Asset Protection
Probate & Estate Administration
Intestate Estate
Who Gets What if I Die without a Will?
Testate Estate
Last Will & Testament
Durable Power of Attorney
Healthcare Power of Attorney
Wills
Advance Directives
Trusts
What Are Trusts
Revocable Trusts
Irrevocable Trusts
Property Transfers
Deeds
“Stepped Up Basis”
Business Formation & Succession
Limited Liability Company vs. S-Corp.
Charitable Planning
Charitable Bequest/Gifts
Life Stage Planning
Singles
Married Couples
Minor Children
Blended Families
Peak Earning Years
Planning for Retirement
Divorce
Special Needs
Supplemental Needs Trust
Able ACT
Elder Law & Medicaid
Guardianship for Special Needs Children
Medicaid
Medicaid Qualification & Spend Down
Guardianship of a Minor
Long Term Care /LTC
Becoming A Client
What To Expect
Choose VEP as your Estate Planning Attorney
Resources
Articles
Trusts
Wills
Power of Attorney (POA)
Advance Medical Directives
Don’t Leave a Mess Behind
Avoid Gifting Mistakes
“The Talk” with My Parent
Should I use a Will to Probate My Assets or Avoid Probate Completely?
Do I Need Estate Planning?
Inheritance & Adult Sibling Rivalry
Can I be prepared in Case I need Assistance due to Dementia?
When Does My Custom Estate Plan Need Updating?
What You MUST Address in Estate Planning
About Us
Our Mission
C. Blake West
JoAnn B. Higginbotham
Workshops
Client Information Sheet
Client Information Sheet
Your Name
Your Date of Birth
Your Email
Your Phone
Are you married?
Yes
No
Spouse Name
Spouse Date of Birth
Spouse Phone
Spouse Email
Anniversary Date
Street Address
Apartment, suite, etc
City
State
ZIP / Postal Code
Children/Grandchildren
Do you have children?
Yes
No
Provide Information For This Child:
Child's Name
Child's Phone Number
Child's Spouse's Name
Leave empty if you are not married.
Does this child have children (Your grandchildren)?
Yes
No
Please list the names of this child's children (1 per line)
Estimated Assets & Net Worth
How much is your home worth?
How much do you own in secondary real estate/investment properties?
How much do you personally have in retirement?
How much does your spouse have in retirement?
How much money do you have in non-retirement bank accounts?
Name of the person/firm that manages your investments?
Finishing Up
Is there anything else you would like for us to know?
Submit
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