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Thank you for your interest in Trinity Elder Law & Estate Planning LLC. We look forward to helping you secure your future with professional elder law and estate planning services. If you have any questions or would like to schedule an appointment, please don’t hesitate to contact us. We are here to help!

In order to prepare for our consultation, we ask that you kindly collect any relevant documents, such as bank statements and wills, that may be helpful for us to review.

Some example documents include:

  • Bank statements
  • Retirement account information
  • Investment accounts
  • Trust and estate documents
  • Insurance policies
  • Life insurance beneficiary designations
  • Will or trust provisions
  • Medical Power of Attorney/Living Wills

Thank you for taking the time to prepare for our meeting. We look forward to hearing from you soon!

Thank you for choosing Trinity Elder Law & Estate Planning LLC! It is our mission to provide you with the legal knowledge and support needed to plan your financial future. We are here to help, so please don’t hesitate to contact us with any questions or concerns. Thank you.