Electronic Forms: Instructions and Table

• Library: Elder Law in Virginia (Virginia CLE) (2021 Ed.)

ELECTRONIC FORMS: INSTRUCTIONS AND TABLE

The forms in the appendices follow a few conventions the practitioner should find helpful. The language enclosed in boldface brackets ([example]) may be optional, alternative, suggested, or provided by way of example, depending upon the context in which it is used. Some items such as names, dates, and some dollar amounts that may not be enclosed in brackets are also clearly intended only as examples. The practitioner must always exercise independent professional judgment when making use of any of the information or forms contained in this book.

The print edition of this handbook includes a CD-ROM containing electronic forms. The same forms are embedded in the electronic version of this book and can be accessed directly from this table of forms page, as described below. Unlike the forms on the CD-ROM, the electronic forms in this handbook are licensed for use on a single personal computer only.

Electronic forms, whether included in the print edition or the electronic (PDF) edition, differ from the sample forms found in the appendix of the printed book, which have been printed single-spaced and truncated to conserve space. Electronic forms include the captions at the top of the forms and the certificates of mailing at the bottom and they are double-spaced, and so comply with Rule 1:16 of the Virginia Supreme Court, which requires that documents filed in court be double-spaced. They may be copied for use within the law firm of the person who purchased the associated book. Forms may be modified as necessary to suit clients' needs.

The forms are in Microsoft^® Word. Click the left mouse button twice on the links below to open the forms. You can also click the right mouse button once on the links to save the embedded files to your hard disk or a network server. (You need version 6 or later of Adobe^® Reader to access embedded files.)

File Name	Link to Form	Title of Form
APP01-1		ELDER LAW ESSENTIAL INFORMATION SURVEY
APP01-2		GUARDIANSHIP/CONSERVATORSHIP ESSENTIAL INFORMATION SURVEY
APP01-3		ENGAGEMENT AGREEMENT—MEDICAID PLANNING
APP01-4		ENGAGEMENT AGREEMENT—ESTATE PLANNING
APP01-5		ENGAGEMENT AGREEMENT—GUARDIANSHIP AND/OR CONSERVATORSHIP APPOINTMENT
APP01-6		LETTER TO PHYSICIAN FOR CAPACITY DETERMINATION—GUARDIANSHIP/CONSERVATORSHIP PETITION
APP01-7		LETTER TO PHYSICIAN FOR CAPACITY DETERMINATION—TESTAMENTARY
APP01-11		DISCLOSURE LETTER PURSUANT TO LEO 1515
APP02-2		DISCLOSURE STATEMENT—FINANCIAL SERVICES
APP03-2		LETTER REQUESTING EXTERNAL REVIEW
APP05-2		FOLSTEIN MINI-MENTAL STATUS EXAM (MMSE)
APP05-4		GENERAL DURABLE POWER OF ATTORNEY
APP05-5		CONSENT TO RELEASE HIPAA-PROTECTED INFORMATION
APP05-6		ADVANCE MEDICAL DIRECTIVE
APP05-8		TRUST PROVISION—CARE OF GRANTOR IN EVENT OF GRANTOR'S INCAPACITY
APP05-10		PETITION FOR APPOINTMENT OF GUARDIAN AND CONSERVATOR
APP05-11		ORDER APPOINTING GUARDIAN AD LITEM
APP05-12		NOTICE TO FAMILY OF MOTION FOR ORDER APPOINTING GUARDIAN AD LITEM
APP05-13		CERTIFICATE OF COMPLIANCE WITH NOTICE

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