Checklists

Below are general checklists of factors to consider with your elder law attorney for Medicaid planning, Estate planning, and Wills.

senior woman reading on her phone

Medicaid Planning

  1. Medical history
  2. Monthly income
  3. Expenses
  4. Assets
  5. Trusts
  6. Life insurance
  7. Real estate
  8. Debt
  9. Gifts
  10. Health insurance

Estate Planning

  1. The necessity of a Will, trust, power of attorney, or other type of legal document
  2. Prior trust agreements
  3. Assets
  4. Debts
  5. Health status
  6. Prior gifts
  7. Monthly income
  8. Retirement plans
  9. Real estate
  10. Naming a guardian
  11. Life insurance
  12. Annuities

Wills

  1. Distribution of assets
  2. Beneficiaries
  3. Distribution of personal property
  4. Executor
  5. Trustee
  6. Guardian