Some of the documents that you will need to complete in order for us to evaluate your case and begin legal services are in this section. While not all of these documents will apply to your particular needs, one of our paralegals will inform you which of these forms you will need to fill out. Completing the appropriate forms prior to meeting with us the first time, will allow us to better serve you.
Once you have spoken with one of our paralegals, you will know if you need to bring one of these completed forms to your first meeting with your attorney.
- Conservatorship Questionnaire
- Advanced Health Care Directive
- Life Care Planning Questionnaire
- Estate Planning Questionnaire
Links to Resources
We have listed a number of links to organizations that may be helpful for your situation.
Legal Resources
- The State Bar of California — The State Bar protects the public and assists attorneys in meeting their professional obligations
- Silicon Valley Bar Association — Providing legal education programs to attorneys on issues regarding probate and related issue
- National Academy of Elder Law Attorneys — A non-profit that assists lawyers and others who work with older clients and their families
- Academy of Special Needs Planners — A community resource on issues related to special needs
Government Resources
- Santa Clara County Superior Court — The website for Santa Clara County Superior Cour
- Santa Clara County Superior Court: Probate — The Probate Division of Superior Court handles a wide range of issues involving adults and childre
- Santa Clara County Superior Court:: Probate Info — Public access case information site
- California Courts — Website for California Judicial Branch
- California Dept. of Health Care Services — California Dept of Health Care Services, Main Med-Cal page
- United States Courts — Website for the United States Federal Court
- United States Social Security Administration — The official website for the United States Social Security Administration
- United States Medicare — The United States government site for Medicare
- Pre-Existing Condition Insurance Plan — A website that helps insure those with pre-existing medical condition
- United States Information — A government information site on a vast variety of topics
Community Resources
- Alzheimer’s Association — The Alzheimer’s Association is a leader in Alzheimer research and suppor
- American Association of Retired Persons — AARP is a nonprofit organization dedicated to the interests of those 50 and olde
- American Society on Aging — A nonprofit organization committed to enhancing the knowledge and skills of those working with older adults and their familie
- California Advocates for Nursing Home Reform — California Advocates for Nursing Home Reform: Nursing Home Guide; Long Term Care Advocacy; Lawyer Referral Service; Pension Rights Project; Medi-Cal Estate Planning
- California Caregiver Resource Centers — Information, education, respite, care planning & support for families and friends caring for adults with chronic, disabling health conditions
- Family Caregiver Alliance — For caregivers that provides information, education, services, research & advocacy
- Listing of Nursing Homes in CA — A listing of nursing homes, by county, in California
- Professional Fiduciary Association of CA — This provides information and resources on professional fiduciaries
- Santa Clara County Council on Aging — This is a community organization focusing on services for seniors