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Guardianship Questionnaire

Sussan, Greenwald & Wesler > Guardianship Questionnaire

This simple intake questionnaire will help us prepare for our first meeting.

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Please provide the following information about the person in need of guardianship..


Our site is secure, and we take your privacy very seriously. SSN is required, however, you can provide this information by phone if you prefer.   



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Describe the person in need of guardianship's physical attributes.

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Eligibility Questions 


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Where does the person in need of guardianship currently live?

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Provide information regarding the person in need of guardianship's residential facility.


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Has the person in need of guardianship ever been institutionalized?

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Provide financial information for incapacitated person.



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Do you have a trust and/or will?

A supplemental Needs Trust (sometimes called a Special Needs Trust) is a specialized legal document designed to benefit an individual who has a disability. Established to Preserve Governmental Benefits And Protect Assets. Please check below.



A will is one of the most important estate planning documents you can have as it protects your assets and those of your loved ones. You should review an update your Will to reflect changes in your life such as marriages, the birth of a child, death, changes of financial status or revisions of estate laws in New Jersey.


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Provide bank and deposit information for incapacitated person, if any.



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Please provide detailed information for the proposed guardian(s).












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Provide any information regarding siblings of person in need of guardianship.
















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Provide all information for the medical doctor that will support guardianship.

I understand that in order to proceed with the guardianship I must provide two physician certifications, or a certification by one physician and one DDD case worker familiar with the person in need of guardianship (Only if the person is receiving services from DDD). I understand that SGW is required to file these certifications within a specific time frame after they are completed. 











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Provide any information regarding siblings of person in need of guardianship.

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Who referred you?

ex.: a friend's recommendation, our website, etc.

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End of Guardianship Questionnaire

Thank you for completing the Guardianship Questionnaire. Our office will contact you with any further questions. If you don't receive confirmation in your email, please check your junk mail.

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