New Client
What to Expect
It is our mission to educate you as much as possible so that you can make an informed decision when creating your estate plan. Deciding the distribution of your assets or planning for incapacity or long-term care should be a well thought out process. At the Law Office of Jo-Anne Herina Jeffreys, Esq. P.A., we listen to your concerns and provide you with a tailored estate plan to achieve your goals and fulfill your wishes.
How to prepare
Our process requires advanced preparation on your part. In order to have the most comprehensive consultation possible, we ask that you complete and return to the applicable questionnaire no more than 3 business days prior.
Document Review
We review existing estate planning documents to determine their validity and reliability in this State. If you would like your existing documents reviewed, contact our office to find out more about our process.
Click to download
- Estate Planning Questionnaire – Married
- Estate Planning Questionnaire – Single
- Medicaid Planning Questionnaire – Married
- Medicaid Planning Questionnaire – Single
- Special Needs Planning Questionnaire
- Guardianship Questionnaire
- Probate Questionnaire
