Questionnaires
Choosing the Appropriate Questionnaire
Finding out if Julian Gray Associates can help you and your family is as easy as completing one of our planning questionnaires. In order to properly and efficiently assess your situation, we ask all prospective clients to complete a confidential questionnaire. There are various versions of our questionnaires, with each version relating to a specific set of circumstances, all of which are described with a brief summary below.
You may return the completed questionnaire to our office via fax, email, regular mail or by stopping by our office in Green Tree. You may also provide us with current copies of your estate planning documents which we will review in addition to your questionnaire, free of charge. Once we’ve reviewed the information you have provided, you will be contacted by our staff promptly to discuss your case and schedule an initial consultation.
For additional information and for further introduction to our firm, please contact our Client Relations Manager, Courtney Bachik at 888-402-5680.
TYPES OF QUESTIONNAIRES
Eldercare Planning Questionnaires
The Eldercare Planning Questionnaire is appropriate for people who are retired and beginning to experience some health concerns, or are recovering from a significant health event. These individuals may be residing at home or in a facility setting ranging from skilled nursing, assisted living, personal care home or independent living facility for medical treatment or assistance with activities of daily living. This questionnaire helps to identify long term care planning options, asset protection planning, probate avoidance and public benefits planning such as Veterans Benefits and Medicaid eligibility.
Retirement Planning Questionnaires
This questionnaire is appropriate for people who are currently retired or planning to retire soon. Generally these individuals are in good overall health and typically reside independently. Retirement planning is geared towards “empty nesters” and others whose lives have changed since the last time they prepared an estate plan. Retirees are looking towards securing their future golden years while protecting assets for future generations. This questionnaire also assists those who are concerned about long term care planning, asset protection planning, probate avoidance and providing for a surviving spouse.
Estate Planning Questionnaires
This questionnaire is appropriate for younger individuals and their families who want to approach planning as a proactive way to organize their estate and get their affairs in order in the event of death or disability. Perhaps you are looking to establish estate planning documents for the first time, or want to ensure your documents have provisions to take care of a spouse or minor children.
Special Needs Planning Questionnaires
Our firm also assists families or individuals who may benefit from special needs planning for both adults and minor children. Disability planning can ensure people gain access to crucial public benefits that can significantly improve their quality of life. Many families have encountered circumstances where changes have occurred and they are concerned about disrupting or jeopardizing any existing benefits. This questionnaire allows us to identify existing eligibility conditions and assess options to maintain eligibility conditions.