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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 your child.

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Describe your child's physical attributes.

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What is your child's eligibility?

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Where does your child currently live?

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Provide information regarding your child's residential facility.


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Has your child 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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We take your privacy very seriously. This website is secure.

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Provide any information regarding siblings of child.












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










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Provide any information regarding siblings of child.

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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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