Kristin Lillquist Reeder, PLLC
..... Forms .

Forms:

Client Estate Planning Questionnaire

Checklist for Long-Term Care Planning

What My Family Should Know

Articles:

Wills vs. Revocable Living Trusts: Which is the Appropriate Estate Planning Tool?

What is Elder Law?

Federal and Washington State Estate Tax Summary

What to Bring to your Appointment

Long-Term Care Planning Appointment

List of Current Assets and Beneficiary Designations if Applicable
List of Current Monthly Income (e.g. pensions, Social Security)
List of Current Debts (e.g. mortgage, credit cards)
List of Current Monthly Expenses
Copy of most recent Estate Planning Documents (e.g. Wills, Powers of Attorney)
Address Book
Copy of most recent tax return
Copy of long term care insurance policy (if any)
Copy of contract with care facility (if any)
Geriatric care manager assessment (if any)
Financial planner assessment (if any)

Estate Planning Appointment

Estate Planning Questionnaire (if previously completed)
List of Current Assets and Beneficiary Designations if Applicable
Copy of most recent Estate Planning Documents (e.g. Wills, Powers of Attorney)
Address Book
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Law Office of Kristin Lillquist Reeder, PLLC
2370 130th Ave. N.E., Suite #103
Bellevue, WA 98005
(425) 861-1109 phone
kristin@KLRlaw.net
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