Forms

Jim Schuster and his friendly staff has helped scores of families in Wayne, Oakland, Macomb, and other Michigan counties meet present challenges and prepare for their future.

On this page you will find an assortment of worksheets.  These will help organize the information you need for estate planning; or Michigan nursing home residents based asset sheltering; or, to provide necessary information for your appointment with Jim Schuster.

You can find additional information concerning the various documents and Medicaid planning on the Articles page.

Form Name View as HTML Download PDF
Estate Plan Checklist HTML PDF
Income & Asset Worksheet HTML PDF
Estate Planning Questionnaire HTML PDF
Trust (married) Questionnaire HTML PDF
Trust (single) Questionaire HTML PDF
Emergency Pet Care Form HTML PDF
Pet Information Sheet HTML PDF
Pet emergency card HTML PDF
Probate Intake Sheet HTML PDF
Letter of Last Instruction Worksheet HTML PDF

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