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Intake Form vs. Design Sheets: Are You Using Them?

ElderCounsel provides several resources for the attorney or paralegal to use when collecting data FROM the client or FOR a client.  I would like to tell you about them.

WHEN WOULD YOU USE THESE FORMS?
The INTAKE FORM (also called a client questionnaire) is great to use when you are having your first meeting with a client to give you a complete overview of the situation.  Some attorneys fill this out prior to the first appointment, while others complete this immediately afterwards.

The DESIGN SHEETS are great after you’ve been hired and you need to design a client’s plan.  You can complete the design sheets, then hand these off to a staff person to draft the documents for your review. This tool provides you the opportunity to simplify and streamline your drafting process, saving you time and stress.

What is a design sheet?  A design sheet is a flowchart with text providing all of the options available in the ElderDocx interview.  If you have questions about certain provisions, there are additional explanations in the help screens of ElderDocx, and in the ElderCounsel training webinars in our 24/7 library.  The flowcharts and options may be used during or after a client interview to design the different document groups; however, they are designed for attorney use only and not as a visual aid for the client. 

WHAT TYPE OF FORMS OR DESIGN SHEETS DOES ELDERCOUNSEL PROVIDE?
  1. Medicaid Asset Protection Trust Design Sheet
  2. Qualified Income Trust Design Sheet
  3. Revocable Living Trust Married Design Sheet
  4. Self-Settled SSNT(d4A) Design Sheet
  5. Self-Settled SSNT(d4A) with Medicare Set Aside Design Sheet
  6. Standalone Will Design Sheet
  7. Third Party Supplemental Needs Trust Design Sheet
  8. Veterans Asset Protection Design Sheet
  9. Sample Intake Sheet – Trust Based Plan
  10. Initial Contact Sheet

WHERE ARE THESE FORMS FOUND?
The forms can be found in the 24/7 library and in our knowledge base with your ElderCounsel membership. There are many more resources available to you as a valued member, so be sure you are utilizing all that we have to offer. To learn more about your valued Membership, email memberservices@eldercounsel.com or contact your Member Services Representative. 

If you are NOT A MEMBER and interested in learning more about how ElderCounsel can support you in meeting your practice goals and objectives, please email us at info@eldercounsel.com.

Feel free to schedule a call with a Membership Recruiter so that we can learn more about you and your practice. We are here to answer any questions you may have about these document groups, showing you how they can support you in streamlining your work, saving you time and money. 
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