USEFUL FORMS AND HELPFUL INFORMATION
Phoenix Plan Enrollment Form
Easy to complete Enrollment form for the Phoenix Legal Services Plan.
Worksheet
Preliminary information for document preparation through the Plan
Worksheet 2
Additional preliminary information needed for Trust
Deferred Payment/Credit Card Authorization
DO YOU REALLY NEED A WILL?
A summary of what a Will does and why it is important
Children's Trust
Explains the testamentary trust provision utilized in Wills, usually for the benefit of minor children
HELPFUL HINTS
Summary of important considerations when preparing an estate plan
Revocable Living Trust
Summary of some of the benefits of a Revocable Living Trust
SPECIAL REPORT
Talks about the dangers of improper beneficiary designations
SPECIAL NEEDS TRUST INFO.
Protecting the future of Special Needs individuals without jeopardizing their social benefits.
OUR KiDZ
ID program for children
