Getting Started Check-Ups

Our Getting Started Check-Ups help individuals, couples, families and others meet aging-related legal and care challenges. During your consultation, we will help you " examine the situation, " solve existing problems and " create a solid plan. Consultations are available by appointment. This is an advice-only service; for longer-term representation, or document review or preparation, you should contact a private attorney.

Your consultation will focus on a single topic that you select in advance:

• Long-Term Care Planning. Focuses on incapacity planning, arranging and paying for care, care resources, government programs, necessary legal documents and recommended provisions and related care-planning concepts.
"
• Estate Administration. Focuses on steps to be taken upon a person's death. Includes discussion of wills, trusts, joint tenancies, beneficiary naming, pay-on-death accounts, intestacy and probate rules, small estate provisions and other asset transfer and tax rules.

Your Getting Started Check-Up will involve four important steps:

• You'll complete our six-page confidential questionnaire and bring it, with related documents and information, to your meeting.
• You'll meet privately with a H.E.L.P. staff elder law attorney. We schedule these meetings for an hour; sometimes they run a little longer. The attorney will: review and help clarify the situation with you; provide you with your Getting Started Check-Up Binder, which will include copyrighted H.E.L.P. guides and other information; and provide you with our preliminary advice.
• After your meeting, the attorney will do further review and research as needed and prepare our confidential follow-up report. We'll send your report within three business days.
• You will receive your confidential follow-up report, detailing our formal advice and recommended action items.

The Result? You'll receive thoughtful, knowledgeable information and advice. You'll have solid solutions and plans. You'll be in a position to move forward.

The charge for a Getting Started Check-Up is $200, payable at the time of the meeting. We invite tax-deductible donations to help us continue to provide this and other services, and to fund Getting Started Check-Ups for those unable to pay.

April 21, 2006