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McDowell Posternock Apell & Detrick Guardianship Consultation Checklist

Planning for your children’s or loved one’s future is an important step to taking care of them.  Please cut and paste, or print this form, to complete it in preparation for meeting with your McDowell Posternock Apell & Detrick estate planning attorney.

1.         Provide name, address, birthdate, social security number of the family member for whom the guardianship is planned.


2.         List of all current assets owned by family member, including current bank balances, investment account balances, life insurance, IRAs, 401ks, pensions, and real estate.


3.         List of all monthly income by source.


4.         Provide names and addresses for all immediate family members.


5.         List the names, addresses and phone numbers for two doctors that your family member sees regularly, as well as any others that may be important for a guardian to know about.


6.         Provide a copy of any Will, Power of Attorney, or Medical Directive or Living Will your family member has in place.


7.         Describe what your family member can do for him/herself.


8.         Describe what your family member do for him/herself.

i felt as if she was looking
out for us like family

We closed our house sale yesterday with Melanie Levan. She was so professional, knowledgeable and great to work with. I felt as if she was looking out for us like family. I highly recommend her.

Debbie Poley Thompson

Our Awards

McDowell Posternock Apell & Detrick attorneys have received recognition from various groups and publications. Specific awards are noted on our attorney bios. More information about each of these awards and the methodology used for selection can be found on the following links. Super Lawyers, Awesome Attorneys, South Jersey Biz Best Attorneys in Business. No aspect of these accolades has been approved by the Supreme Court of New Jersey.

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