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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
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examine the situation, |
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solve existing problems and |
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create a solid plan.
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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.
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Your consultation will focus on a single topic that you select in advance:
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Long-Term Care Planning. Focuses on legal and practical aspects of care planning, incapacity planning, Medi-Cal for long-term nursing home care, and paying for care.
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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.
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Your Getting Started Check-Up will involve two important steps:
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You'll complete our six-page confidential questionnaire and bring it, with related documents and information, to your meeting.
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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
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Review and help clarify the situation with you. |
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Provide you with your Getting Started Check-Up Binder, which will include copyrighted H.E.L.P. guides and other information.
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Create and provide you with our confidential written report detailing our formal advice and recommended action items.
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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.
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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
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