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For your initial consultation, you should bring as many of the documents as
possible on the checklist below. Of course, if you do not have certain of the
documents requested, there is no reason to worry. It is not necessary to bring
the originals. Copies are sufficient for the consultation. Finally, please note that
all money or property, whether held inside or outside of New York State, should
be disclosed to us.
Power of Attorney
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Health Care Proxy
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Living Will
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Last Will and Testament, and any Codicils
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A list of real property owned anywhere in the world. For each property, its
purchase price, and an estimate of its current fair market value.
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Deeds for properties owned. For co-op apartments, contact information
for the managing agent.
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Life insurance policies, including most recent statements of cash value or
surrender value.
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Latest statements or passbooks for all accounts (checking, savings, CD’s,
IRA’s, mutual funds, securities).
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Stocks or bonds not held in one of the above accounts.
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Transfers or gifts of money or other property within the past 5 years --
amounts, dates and names of recipients.
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Statements of any income received from any source, e.g., Social Security,
pensions, war reparations.
Click here for PDF version of the Initial Consultation Checklist !
The New York Elder Law attorneys at Lamson & Cutner, P.C. encourage clients to call from the New York Metropolitan Area, including New York City's five boroughs of Brooklyn, Manhattan, Queens, Staten Island and the Bronx to receive comprehensive legal advice regarding their Elder Law and Medicaid Planning concerns. |
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