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Mckenzie Legal & Financial

Call (562) 594-4200

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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
    • Long Term Care
    • Medi-Cal Planning – Asset Protection
    • Planning For Assisted Living, Nursing Home Or Long-Term Care
    • Planning for Minor Children
    • Special Needs Trusts
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    • Pre and Post Death Planning
    • Probate and Trust Administration
    • Veteran Planning
    • Same Sex Couples Planning
    • Modifying or Reforming a Trust
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Forms and Documents for Financial and Estate Planning

  • CONFIDENTIAL ESTATE & FINANCIAL QUESTIONNAIRE – FOR LIVING TRUSTS, WILLS, POWERS OF ATTORNEY, ETC.
  • FINANCIAL ANALYSIS QUESTIONNAIRE
  • MEDI-CAL AND LONG-TERM CARE PLANNING QUESTIONNAIRE
  • PROBATE QUESTIONNAIRE PACKET
  • TRUST ADMINISTRATION QUESTIONNAIRE
  • LIMITED LIABILITY COMPANY (LLC) FORMATION QUESTIONNAIRE
  • SPECIAL NEEDS TRUST QUESTIONNAIRE
  • CONFIDENTIAL ESTATE AND FINANCIAL QUESTIONNAIRE PACKET 2020
  • FINANCIAL PLANNING PACKET 2020
  • MEDI-CAL PLANNING PACKET 2020
  • PROBATE QUESTIONNAIRE PACKET 2020
  • TRUST ADMINISTRATION 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
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