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W-9 signed by client beneficiary or legal guardian, or POA
New Client Checklist
First Party Joinder Agreement
Disclaimer Regarding Legal Advice Form
Beneficiary Background Information
Fee Schedule
W-9 signed by Grantor of Third Party Trust
Distribution Request Form
What is a Special Needs Trust?
What Is a Pooled Trust and How Does It Protect My Family Member?
Funding a Special Needs Trust, How Much Is Enough?
First Steps to Writing a Letter of Intent
Thinking About Guardianship?
Safe and Secure Worksheets
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Life Plan of Kentucky, Inc.
230 Lexington Green Circle
Suite 120
Lex, KY 40503
Phone:
859-523-2323
