Long-Term Care Planning Form

Long-Term Care Planning Form

Bertsch & Boze Elder Law, PC.

Long-Term Care Questionnaire

If yes, please provide information for Spouse below:

If yes, please provide info below:

Who Should be Our Primary Point of Contact?

Does the Client have an existing Will, Trust, Powers of Attorney or other Estate Planning documents?  If so, it is VERY IMPORTANT that you bring a copy of them to the meeting.

What we need to know for the Client: 

What we need to know for the Spouse:

Real Estate:

Financial Accounts:

Mineral Rights:

Vehicles:

Life Insurance Policies:

Burial/Furneral Policies:

IF YES, please complete fields below.

IF YES, please complet information below

Carol and her staff went above and beyond to help with my father’s estate matters. They answered all our questions and were always available. Carol was compassionate and caring toward my father. I am from out of state and was a little worried about finding the right attorney for my father, but I am forever grateful to have found this firm. Thank you!

- Yolanda D.

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Bertsch & Boze Elder Law, PC.

Located in San Antonio, Texas, Bertsch & Boze Elder Law, PC specializes in long-term care planning and estate planning. Inquiries replied to within 24 hours. Call today.

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