Client Forms
Our clients are important to us
We want to provide information to you on demand when it is possible. Here, you will find some important forms that you can download, complete, then fax, scan, mail, or bring with you to an appointment.
If it has been more than 5 years since you reviewed your Estate Plan or if there has been a significant change in your life/family, it might be time to chat. The law and how we work with it to do effective planning for our clients evolves over time. New techniques to prepare for long-term care expenses and protect a distribution to a beneficiary – to insulate it from creditors, lawsuits, ex-in-laws, or even their own spending habits – are now available.
To schedule a brief phone review to determine what you might need to do, contact us online or call us at (219) 240-0450.
Client Forms Explained
Authorization for Release of information
If you need help with a funding issue and you want us to be able to talk to your financial adviser, bank, or insurance agent, download, print, sign, and send to info@riceandrice.com. You can then have your representative call our office and we will answer his or her questions to appropriately fund or link the asset to your trust.
If you established your Estate Plan with Rice & Rice in the last five years, you probably completed this form at your signing. Feel free to submit the form to the right to verify if we have one on file for you.
Authorization to Contact
Client confidentiality is a very important part of the Attorney-Client relationship. However, there are times when you may want someone to be able to speak with us about your plan or for direction to assist you. With this form, you can pre-authorize us to speak to a specific person(s) in order to help serve you. This does not give them permission to change anything or to by-pass your authority as Grantor and Trustee. There are times, e.g., seeking direction about your Estate Plan’s role in seeking nursing home care, that your pre-authorized person could help you by talking to us.
Physicians’ Statement
Your trust-based Estate Plan includes a provision that requires two physicians declaration that you have reached a point of incapacity. While this is not something we want to think about, you have planned to ease the process to appoint a Disability Trustee to take care of you and your things. When it becomes necessary, the Physicians’ Statement is a key component to allow the transition to take place without involving the court.
IRA Trust/Retirement Plan Trust Information Sheet
Many of our clients are diligent savers and/or people that live within their means. As a result, highly appreciated retirement accounts accumulate faster than they are spent down. This may mean a substantial inheritance for your children or other beneficiaries. The IRA Trust provides a highly protective distribution to maximize the protection, appropriate use, and may limit a big tax hit to your beneficiaries.
To properly complete the IRA Trust, funding is essential. This form helps us to start the funding process.
Review Meeting Preparation Form
Future Client Forms
New Client Information Form
Receive a Discount on Any Plan When You Bring in a Fully Completed Information Sheet.
Get started today by contacting us online or calling (219) 240-0450 for a consultation.
This Book is a Financial and Legal Guide to the Ins and Outs of the Only Government Program That Will Pay for Long-Term Nursing Home Care: MEDICAID
Decades of Over 15,000 Happy Clients
Here's What Some of Our Clients Have to Say
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Granger Reviews
Setting up my trust with rice and rice was the best experience because they took their time went over everything. I was able to comprehend the trust in layman’s terms. Thank you to Jeff and Tom at the Granger office also to Crystal! - Sarlin Y.
I've dealt with a lot of attorney's in my profession and don't have a very high opinion of many of them. They all are expensive and Cliff is no exception but I found him to be kind, knowledgeable and I was happy with what I received. The staff was very friendly and supportive. - Trina H.
Great service. Tom explained everything in terms we could understand. We suggest Rice and Rice for your all your estate planning and elder law issues. - Cheryl V.
Tom was most excellent, helpful, and informative. A pleasure to meet and get his help with our Trust. - Philip V.
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Lafayette Reviews
Our experience with Rice and Rice was very favorable. All of the attorneys were friendly and very helpful in explaining our situation while walking us through our options. The Lafayette staff (Melody and Crystal) were super gracious in facilitating our requests and meeting our needs. I cannot say enough about this faith-based organization and would highly recommend their services. Thank you. - Larry S.
Very knowledgeable, helpful, & thorough. All of their staff is wonderful! Thank you for helping us secure the future for our family! - Angela H.
Cliff is very knowledgeable and guide you through making some very important decisions with his information that he provides. Cheri and I are very impressed! - George K.
Super great service, and really high on education of the clients. Everything is explained, especially super detailed and clear to the point that you easily understand every step you’re going through. - Aimee N.
A great experience, Am glad I have used Rice and Rice to prepare my estate. Very professional and very responsive to my questions and needs. I highly recommend them for estate planning. - Daniel N.
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Valparaiso Reviews
Anyone can go anywhere for estate planning, but at Rice & Rice they really connect with you. Your stories and tears are really more than just stories and tears. I highly recommend & very thankful for them! - Roman M.
Rice & Rice are very professional and they were very helpful. I have delt with them since 2003 and have always had such good advice. Amy also helped me and she is great. She made me feel comfortable and helped me understand what might have been confusing to me. Thank you! - Sharon K.
We are grateful for the attorneys and staff at Rice & Rice. From our first appointment we knew they were the perfect fit for us. They have the knowledge and experience in elder law and estate planning to help us ensure that our wishes are fully documented and will be easily understood by our family. We now have peace of mind as we go forward in life. You do have a choice. Ours was Rice & Rice. - Lori F.
Cliff was excellent. Very informative and eye opening. Food was excellent. Service was excellent. Music was soothing. Crystal was very helpful. We look forward to meeting with him and the rest of his staff on Friday! - Pete B.
Superior in every single respect! In my life's work, attorneys were my clients. I can quickly state that Rice & Rice is the most comprehensive, efficient, and truly caring from top to bottom. The complicated areas are detailed to you, completely provided in an organized book, and you are left knowing all will be well and your contact with Rice and Rice is easily completed. They care for the most important decisions of your life for yourself and your family in the most top notch way possible. You will have complete peace of mind and complete trust when you work with this firm. My recommendation could not be stronger! - Anna B.
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