ITEMS YOU SHOULD CONSIDER BRINGING WHEN MEETING WITH US FOR A GUARDIANSHIP CONSULTATION

Bringing these items to the consultation will help us better understand your situation and provide you with accurate guidance regarding the guardianship process for your elderly loved one. If you’re unsure about any specific documents, don’t worry; our team is here to help and can guide you on what’s most relevant for the guardianship matter.

1. Your identification and contact information
   • Photo ID (driver’s license, passport, etc.)
   • Contact details (address, phone number, email)

2. Documentation regarding the elderly individual

• • Name and date of birth of the elderly person
  • Any existing legal documents, such as power of attorney, living will, or healthcare proxy

3. Medical information

• • Medical history and any diagnoses
  • Contact information for healthcare providers

4. Financial information

• • Overview of the elderly person’s financial situation
  • Bank statements
  • Information about income sources (pension, Social Security, investments)

5. Living situation details

• • Details about the elderly person’s current living arrangement
  • Information about caregivers if any

6. Legal documents

• • Any legal documents relevant to the guardianship, if available
  • Names and contact information of any attorneys who have been involved previously

7. Family information

• • Names and contact information of immediate family members and close relatives
  • Information about potential conflicts or concerns within the family

8. Notes on the elderly person’s wishes

• • Any notes or discussions you’ve had with the elderly person about their wishes for care, living situation, or other relevant matters

9. Questions and concerns

• • Prepare a list of questions you have about the guardianship process, legal proceedings, and your responsibilities as a potential guardian.

10. Documentation supporting guardianship need

• • Any documentation that supports the need for guardianship, such as medical assessments or evaluations of the elderly person’s mental or physical capacity.

11. Healthcare and Financial powers of attorney (if applicable)

• • If the elderly person has previously granted powers of attorney, bring copies of these documents for review.

12. Trust documents (if applicable)

• • If there are any existing trust documents related to the elderly person’s estate or care, bring copies for reference.

13. Estate planning documents (if applicable)

• • Wills, trusts, and any estate planning documents the elderly person may have created.