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Mckenzie Legal & Financial

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  • Home
  • Areas of Practice
    • Our 3-Pronged Planning Approach
    • Financial Planning and Investing
    • Living Trusts & Estate Planning
    • Wills, Durable Powers of Attorney and Advance Health Care Directives
    • Elder Care
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    • Medi-Cal Planning – Asset Protection
    • Planning For Assisted Living, Nursing Home Or Long-Term Care
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Forms and Documents for Financial and Estate Planning

  • CONFIDENTIAL ESTATE AND FINANCIAL QUESTIONNAIRE PACKET (LIVING TRUSTS) 2020
  • TRUST ADMINISTRATION PACKET 2022
  • PROBATE QUESTIONNAIRE PACKET 2020
  • LIMITED LIABILITY COMPANY (LLC) FORMATION QUESTIONNAIRE
  • SPECIAL NEEDS TRUST QUESTIONNAIRE
  • FINANCIAL PLANNING PACKET 2020
  • MEDI-CAL PLANNING PACKET 2020

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    A Proud Member of:

    Lawyers of Distinction
    National Academy of Elder Law Attorneys
    International Association of Registered Financial Consultants
    Financial Planning Association of Orange County
    Elder Counsel
    Elder Law Answers
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