TopMenu

Dutton & Casey Proposed Guardianship Questionnaire

To fill out a form on DuttonElderLaw.com, you can save your progress by registering and logging in to the system… To do that, please:

  1. Please visit: https://www.duttonelderlaw.com/wp-login.php?action=register (alernatively, you can click on the register link on the form page)
  2. Follow the instructions to create a username and a password will be emailed to you.
  3. Once you are registered and receive the email with your password, enter your username/password into the fields on the left side of the form (the URL to the correct form(s) should have been emailed to you).
  4. Fill out the form making sure to click on SAVE PROGRESS at the bottom of the form if you cannot complete the form at that time.
  5. Once saved, you can return to the form by clicking on the form link sent to you via email at any time and clicking on your saved form to resume.
  6. Use the links at the top of the form to navigate to the last section you remember entering information or to review previously entered data.
  7. Always remember to click on SAVE PROGRESS to ensure your data is stored in case you must abandon the form until a later time.

Dutton & Casey Proposed Guardianship Questionnaire

Fields marked with a * are required

ESTATE BACKGROUND

Please be aware that funds need to be made available for the following:

  1. Court Costs
  2. Guardian Ad Litem
  3. Surety on the Bond
  4. Attorney Representation

Value of Estate:

NOTIFICATION

Please list the names and addresses of adult, close relatives of alleged disabled person. This includes spouse, siblings, and adult children. If there are none, please list parents’ information. If there are no parents, please list nearest adult kindred or close friends.

Relevant Documents

Please bring the following documents (or any other documents you deem relevant) to our meeting, if available:

  • Will(s)
  • Deed to Residence
  • Latest Tax Returns
  • Insurance Policies
  • Medical Records
  • Physician’s Statement
  • Bank or Brokerage Account Statements
  • Powers of Attorney
  • Trust Documents
  • Health Insurance Policies

Referral Source

We look forward to learning more about your legal concerns and discussing how we can best assist you. If you have any questions as you prepare for your meeting, please do not hesitate to contact our office at 312-899-0950, or 847-261-4708 or www.duttonelderlaw.com.