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Checklist for Guardian Consultation

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Posternock Apell, PC Guardianship Consultation Checklist

Planning for your children’s or loved one’s future is an important step to taking care of them.  Please cut and paste, or print this form, to complete it in preparation for meeting with your Posternock Apell, PC estate planning attorney.

1.         Provide name, address, birthdate, social security number of the family member for whom the guardianship is planned.

 

2.         List of all current assets owned by family member, including current bank balances, investment account balances, life insurance, IRAs, 401ks, pensions, and real estate.

 

3.         List of all monthly income by source.

 

4.         Provide names and addresses for all immediate family members.

 

5.         List the names, addresses and phone numbers for two doctors that your family member sees regularly, as well as any others that may be important for a guardian to know about.

 

6.         Provide a copy of any Will, Power of Attorney, or Medical Directive or Living Will your family member has in place.

 

7.         Describe what your family member can do for him/herself.

 

8.         Describe what your family member do for him/herself.

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Straightforward and honest

I’ve known and worked with Jeff Apell on real estate transactions, and trust him, so I went to Posternock Apell to prepare our wills. He has a straightforward and honest approach as well as excellent communication.

Elisa D.

Our Awards

Posternock Apell, PC attorneys have received recognition from various groups and publications. Specific awards are noted on our attorney bios. More information about each of these awards and the methodology used for selection can be found on the following links. Super Lawyers, Awesome Attorneys. No aspect of these accolades has been approved by the Supreme Court of New Jersey.

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856.861.3474

Moorestown

400 North Church St. Suite 250
Moorestown, NJ 08057

Fax: (856) 642-6148

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Browns Mills

57 Juliustown Rd
Browns Mills, NJ 08015

Fax: (609) 893-1277

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1528 Walnut St, Suite 2015
Philadelphia, PA 19102

 

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