KENNETH VERCAMMEN & ASSOCIATES, PC
ATTORNEY AT LAW
2053 Woodbridge Ave
Edison, NJ 08817
(Phone) 732-572-0500
(Fax) 732-572-0030 www.njlaws.com
GUARDIANSHIP INTERVIEW FORM
Please type up & fill out completely and email back to office. This form is extremely important. Your accuracy and completeness in responding will help us best represent you. Save as word doc or text, not pdf. If you email, typing name and details is best. Please read our website article to help you understand how guardianships are handled.
http://www.njlaws.com/guardianship_of_disabled_adults.html
ALL THE PAGES AND SECTIONS OF THIS FORM MUST BE COMPLETED PRIOR TO DISCUSSING WITH THE ATTORNEY. WRITE YOUR SPECIFIC QUESTIONS AT THE END OF THE LAST PAGE. ALL THIS INFORMATION IS NEEDED BY THE COURT.
Consult fee $200.
PLEASE PRINT CLEARLY
Your Full Name: [Person Filling out Form]
____________________________________________
First Last
Street Address: ______________________________
City ____________________ State ____ Zip Code _____
Telephone Numbers: Cell: ______________________
Day: ____________________ Night: _______________
E-mail address: ________________________________
Referred By: __________________________________
If referred by a person, is this a client or attorney? If you heard about this law office by the internet, what search? What search terms did you use?
Today's Date ____________________
1. Name of person for whom you seek Guardianship: ________________
Guardianship Questionnaire rev 3/19/21
2. Current address and phone for incapacitated person whom Guardianship is sought:
_____________________________________________
3. Your relationship to person: _________________________________
4. Incapacitated person is of the age of ________________., DOB _______
5. The other kin of Incapacitated person are:
___________________, relationship _______________, residing at: ___________________,
___________________, relationship _______________, residing at: _________________,
___________________, relationship ______________, residing at: ____________________
6. Name, address and fax number of Doctor 1 who will sign Affidavit that person is incapacitated:
______________________________________
7. Name, address and fax number of Doctor 2 or facility Administrator who will sign Affidavit that person is incapacitated:
_____________________________________________
8. Is there a Will? _____ Did you bring a photocopy? ____
B. Is there a Power of Attorney? _____ Did you bring a copy? ____
C. Do You Have a Copy of the Deed? ________
ASSETS
The court rules require details of assets be set forth in a Guardianship case.
SCHEDULE “A” REAL PROPERTY If none, write none
1. Street and Number ____________________________
Town: ____________________
Lot: ___ Block: ____ County: ____________________
Title/Owner of Record: _______________
Tax Assessor Assessed Value: $____________________
Full Market Value of Property: $____________________
Mortgage Balance: $______________________
If there is real estate, the court rules require an appraisal.
Any other Real Estate: $______________________
SCHEDULE “B (1)” BANK ACCOUNTS, STOCK, CD, OTHER ASSETS
All Other Personal Property Owned Individually or Jointly; Market Value, Indicate the Manner of Registration at Date of Death.
If none, write none for each line
Bank Accounts/ Brokerage Accounts - Name of Bank, Acct. # ____________________________ $_________
_____________________________ $_________
______________________________ $_________
_______________________________ $_________
Stock - Name of Stock Co., Acct. # _______ $_________
____________________________ $_________
Investment Bonds., Acct. # $_________
__________________________ $_________
Cars _________________________ $_________
Other assets over $10,000 __________ $_________
_______________________________ $_________
__________________________________ $_________
Liabilities More Than $2,000: If none, write none
_______________________________
Estimated Gross Estate: $_________________
Set forth several specific acts of incompetency by the alleged incapacitated person:
________________________________
________________________________
Suggested Successor Guardian __________________
PLEASE USE THIS PAGE TO WRITE YOUR SPECIFIC QUESTIONS FOR THE ATTORNEY:
______________________________________
A Guardianship is a very detailed procedure that must follow the NJ Rules of Court for the protection of incapacitated persons.
Guardianship Legal Services To Be Provided/Retainer [Legal Fee $2,500]
Checks are payable to Vercammen PC
Separate check $200 payable County Surrogate [must be a check or money order, not credit card]
Fee to temporary court appointed law guardian approx $1,000-$2,000
Surrogate fees after complaint for Guardianship approved approx $50 per year
Doctors sometimes charge you a small fee to sign the mandatory affidavit
1. Legal Services To Be Provided. You agree that the Law Firm will represent you in connection with proposed Guardianship.
1. Office interview with client, office consult fee is $200.00, which is included in the Complaint preparation fee.
2. Review Guardianship Questionnaire filled out by client.
3. Obtain information such as name, address and telephone number.
4. Obtain information regarding value of real estate, life insurance and other assets.
5. Obtain information regarding estate and beneficiaries.
6. Obtain information regarding names of family members.
7. Discuss possible individuals to serve as Guardian.
8. Discuss Court procedures, answer legal questions.
9 Office conference, attend to signing of Complaint, Answer Questions and explain provisions.
10 Obtain client's email address to send updates.
11 Attend Hearing
12. Preparation of end of case letter to client after guardianship granted
Please read our website article to help you understand how guardianships are handled
http://www.njlaws.com/guardianship_of_disabled_adults.htm
The legal work includes research, correspondence, preparation and drafting of pleadings and other legal documents, conferences in person and by telephone with you and with others, dictating and reviewing letters, negotiations, and any other related work or service to properly represent you in this matter.
Documents we will prepare:
1. Opening of file and offer client information brochures
2. Draft Verified Complaint for Guardianship
3. Prepare Affidavit of Proposed Guardian in Support of Complaint for Guardianship
4. Affidavit of next of kin
5. Prepare AFFIDAVIT OF Doctor 1
6. Prepare CERTIFICATE OF Doctor 2
7. Letters to Doctors to be delivered by client
8. Prepare letter to client enclosing draft documents for client to carefully read
9. Prepare ORDER FOR HEARING
10. Contact client to request client have doctor sign affidavit
11. Attend to proposed Guardian signing complaint
12. Prepare letter to court with signed complaint and 2 doctor certificate
13. Prepare NOTICE to incapacitated person
14. Prepare and file CERTIFICATION OF SERVICE on incapacitated person
15. Prepare co to surrogate with NOTICE to incapacitated person of Complaint and Certification of Service
16. Prepare co to guardian with hearing notice
17. review attorney Guardian report
18. Prepare Guardianship Judgment
The proposed guardian will need to make arrangements to have two Doctors sign the AFFIDAVIT OF Doctors.
2. Costs And Experts. In addition to legal fees, you must pay the following costs and expenses; experts' fees, court costs including Complaint filing fee payable to County Surrogate, certified mail notices, investigators' fees, deposition costs, messenger services, and any other necessary expenses or out of pocket expenses. The Law Firm may recommend that experts be retained directly by you. You would then be solely responsible to pay the experts. The experts usually require they be paid up front.
The Court will appoint an attorney to be a temporary law Guardian. The court will require either you or the Incapacitated person to pay the fees of the temporary law Guardian. Their fees are approx $1,500.
3. Other Legal Services. You and the Law Firm may make additional agreements to provide for legal services not covered by the Agreement. Without such agreements, the Law Firm is not required to do any of the following:
(a) Provide any legal services after the judgment of the trial court;
(b) Appeal any decisions of the trial court;
(c) Enforce any judgment or order of the trial court;
(d) Represent you in any other court or Tribunal
4. Fees. Fees can be paid by VISA, Master Card, American Express, check, money order or cash. Make checks payable to Kenneth Vercammen, P.C. As with most Attorneys, Fees are paid at the initial consultation and must be paid prior to documents being drafted. For your convenience, we accept credit cards by email, over the phone. You can also make appointment to bring in check or cash or pay by credit card during office hours, mail in retainer check or drop off retainer check through front door mail slot on weekends and evenings.
[Note- After the Guardianship Complaint is typed, there is a minimum $100.00 additional charge for complaint changes not set forth in the Questionnaire filled out by clients at the initial consult. The Deed needs to be signed within 20 days of initial consult or additional fee will be charged. We do not do Tax Planning or Medicaid Planning. The fee paid is non refundable.]
The Law Office building has four steps in the front so please advise us if you need accommodation ahead of time.
FREE YELLOW T- SHIRT FOR ALL NEW CLIENTS. ASK AT FRONT DESK.
PLEASE HELP YOURSELF TO THE FREE ITEMS & INFORMATION BROCHURES IN THE RECEPTION AREA.
No comments:
Post a Comment