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Crucial Advance Planning Style 1 – Welcome Letter (OCF.6)

Welcome Letter Template
… During our telephone conversation we discussed (your Medicaid planning needs / the Medicaid planning needs for your loved one, NAME). We set a first client appointment for you on (DAY), (DATE), at (TIME) (am / pm), with our attorney, (ATTORNEY NAME).

To best assist you in your Medicaid planning needs, our attorney will need you to complete the following worksheets in advance of your appointment:

1.Basic Client Information Worksheet,
2.Vital Information Client Checklist,
3.Health Information Worksheet,
4.Income and Asset Information Worksheet, and
5.Household Expenses Worksheet….

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