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Estate Planning – As Easy as 1-2-3

by Alan R. Harrison Law | Mar 1, 2022 | Estate Planning

Estate planning is the process of creating a plan to manage your assets if you become incapacitated while you are alive and a plan to distribute your assets after your death. An estate plan also gives directions for the care of any minor children you may have. And...

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Collaborative Legal Planning™ Estate Planning Guardianship and Conservatorship Powers of Attorney Supported Decision Making Transition to Adulthood

Alan Harrison Law helps families in Eastern Idaho prepare for the future with wills, trusts, powers of attorney, probate, guardianship and conservatorship with an emphasis on families with children with special needs.

Our Areas of Practice

Estate Planning
Probate
Guardianship and Conservatorship
Powers of Attorney

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Office: (208) 552-1165
Fax: (208) 810-4114



support@aharrisonlaw.com



1070 Riverwalk Dr Suite 257
Idaho Falls, ID 83402

Serving all Eastern Idaho including Idaho Falls, Rigby, Rexburg, Blackfoot, Pocatello, St. Anthony, Driggs, Salmon, Arco, and Challis.

Estate Planning Intake

Contact Information

Name(Required)

First Last

Phone(Required)

About You

Current Marital Status(Required)

Single

Married

Divorced

Widowed

Do you, or your loved one, live in Idaho?(Required)

Yes

Do you own property?(Required)

This could be a home or land.

Yes

Unsure

Do you have children under the age of 18?(Required)

Yes

Do you have one or more children with a disability?(Required)

Yes

Unsure

Do you have an existing will or trust?

Yes

Unknown

Do you have existing powers of attorney?

Yes

Unknown

What is your primary goal in contacting our office? Do you have any concerns or specific topics that we need to address in your estate plan?

Scheduling an Appointment

Would you like to set up a time to speak with a member of our staff?(Required)

If you are ready to get started you can schedule a 60 minute consultation for our team to go over your needs and information and start creating your estate plan. This consultation is $250, due at the time of the meeting. If you choose to have Alan R. Harrison complete your Estate Plan, this price will be credited to your desired services. If you are unsure of your needs, you may schedule a Free 15 minute consultation to speak with one of our staff members. You will have the chance to change your appointment later if you need to.

YES! - I would like a 60 min paid consultation to start creating my estate plan.

YES! - I would like a 15 min free consultation to discuss my options. I understand that I will not be given any legal advice in this meeting.

NO - I do not want to schedule an appointment with the Alan R. Harrison team at this time.

Email(Required)

How many people should we expect to join our meeting?

To create an estate plan, we need married couples to meet with us together. You are also free to bring others to help you. Approximately how many people, including yourself will be in our meeting?

Reasons you chose not to schedule an appointment today.

Please let us know why you are not scheduling an appointment today so we may better serve you in the future.

Need to speak with a spouse or family member.

Would like to speak with other attorneys before I decide.

Need to gather some information before I schedule an appointment.

Other

Guardianship/Conservatorship Intake for Free Consultation

Do you have a loved one that lives, or will live, in Idaho and may need guardianship?

Yes

Unsure

About You

Tell us how to get in contact with you.

Name(Required)

First Last

Phone(Required)

Email(Required)

Do you wish to become the named Guardian?(Required)

Yes

Who will be the Guardian?

First Last

Will there be anyone listed as a Co-Guardian?(Required)

This person is a guardian at the same time as the the first guardian listed and has the same rights an responsibilities. They must also go through the same process and training to become a guardian.

Yes

Do you want to list an Alternate Guardian?(Required)

This person will need to go through the same process and training as the guardian and co-guardian, but does not act as guardian until the other named guardians are unable to act.

Yes

About Your Loved One

Tell a little bit about your loved one so we can understand how we may best help.

Your Loved One's First Name(Required)

First Last

Your Loved One's Age(Required)

Already over 18

Is 17 years old now

Under 17

What Idaho county does your loved one live in, or will live, in?

If they are currently in a residential program that is not their permanent residence, please indicate the county they typically live in, or will live in.

Abilities - Please tell us a little bit about your loved one.(Required)

	Always	Frequently	Sometimes	Rarely	Never
They are capable of communicating desires (verbally, through technology, or other methods).
They are willing participant in treatment.
They are willing to ask for and seek guidance and counsel.
They are able to extend empathy and sympathy to others.
They are belligerent and/or defiant.
They are a danger to self.
They are a danger to others.
They are a follower: easily taken advantage of.
They exhibit cycling behavior. (good days and hard days)
They have difficulty following through with a plan.
They have little or no impulse control.

Has you loved one been diagnosed with or have a challenge that interferes with comprehending natural consequences?

Yes

Unsure

Does your loved one receive care or services outside of Idaho?

This could be medical care, or other types of services that require you to act on their behalf outside of Idaho.

Yes

Unsure

Does your loved one have a job now, or will they likely have a job in the future?

Yes

Unsure

List 2-5 things your loved one does well. (These could be strengths, and can include skills, talents, and personality traits.)

What specific challenges does your loved one face?

Is your loved one able (and willing) to participate in the creation of a plan for their future? If not, explain why.

Tell us something important about your loved one that wasn't asked.

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your guardianship planning meeting?

Click the SUBMIT button below to finish scheduling your appointment.

Estate Planning Intake

About You

Name(Required)

First Last

Phone(Required)

Email(Required)

Current Marital Status(Required)

Single

Married

Divorced

Widowed

Do you have children under the age of 18?(Required)

Yes

Do you have one or more children with a disability?(Required)

Yes

Unsure

Do you own property?(Required)

This could be a home or land.

Yes

Unsure

Do you have an existing will or trust?

Yes

Unknown

Do you have existing powers of attorney?

Yes

Unknown

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your estate planning meeting?

Probate Intake

About You

Your Name(Required)

Please give us your name so we know who we will be helping.

First Last

Your Phone(Required)

Your Email(Required)

We will use this email address to send appointment confirmations.

Your Relationship to the Deceased Person(Required)

You may select all that apply.

Spouse

Child

Sibling

Parent

Other Relative

Named Personal Representative

Beneficiary of the Estate

Interested Party

About the Deceased

Name of Deceased Person(Required)

We need a little information about the person who has died.

First Last

Date of Death(Required)

MM slash DD slash YYYY

What state did they die in?

Please select the state from the dropdown menu.

Marital Status at the Time of Death(Required)

Married

Widow(er)

Single

Divorced

Unknown

Did the Deceased Person have a will?(Required)

Yes

Unknown

Did the deceased person have any minor children or were they anyone's legal guardian?(Required)

Yes

Unknown

Did the deceased person own property?(Required)

This may include a home, or land.

Yes

Unknown

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your probate planning meeting?

Comments

This field is for validation purposes and should be left unchanged.

Power of Attorney Intake

About You

Name(Required)

First Last

Phone(Required)

Email(Required)

Current Marital Status(Required)

Single

Married

Divorced

Widowed

Do you have children under the age of 18?(Required)

Yes

Do you have one or more children with a disability?(Required)

Yes

Unsure

Do you own property?(Required)

This could be a home or land.

Yes

Unsure

Do you have an existing will or trust?

Yes

Unknown

Do you have existing powers of attorney?

Yes

Unknown

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your estate planning meeting?

Guardianship/Conservatorship Intake

About You

Tell us how to get in contact with you.

Name(Required)

First Last

Phone(Required)

Email(Required)

Do you wish to become the named Guardian?(Required)

Yes

Name of Proposed Guardian

If you are not the person who would like to become guardian, please list the name of the proposed guardian here.

First Last

Will there be anyone listed as a Co-Guardian?(Required)

This person is a guardian at the same time as the the first guardian listed and has the same rights an responsibilities. They must also go through the same process and training to become a guardian.

Yes

Do you want to list an Alternate Guardian?(Required)

This person will need to go through the same process and training as the guardian and co-guardian, but does not act as guardian until the other named guardians are unable to act.

Yes

About Your Loved One

Tell a little bit about your loved one so we can understand how we may best help.

Your Loved One's Name(Required)

First Last

Your Loved One's Age(Required)

Already over 18

Is 17 years old now

Under 17

What Idaho county does your loved one live in, or will live, in?

If they are currently in a residential program that is not their permanent residence, please indicate the county they typically live in, or will live in.

Abilities - Please tell us a little bit about your loved one.(Required)

	Always	Frequently	Sometimes	Rarely	Never
They are capable of communicating desires (verbally, through technology, or other methods).
They are willing participant in treatment.
They are willing to ask for and seek guidance and counsel.
They are able to extend empathy and sympathy to others.
They are belligerent and/or defiant.
They are a danger to self.
They are a danger to others.
They are a follower: easily taken advantage of.
They exhibit cycling behavior. (good days and hard days)
They have difficulty following through with a plan.
They have little or no impulse control.

Has you loved one been diagnosed with or have a challenge that interferes with comprehending natural consequences?

Yes

Unsure

Does your loved one receive care or services outside of Idaho?

This could be medical care, or other types of services that require you to act on their behalf outside of Idaho.

Yes

Unsure

Does your loved one have a job now, or will they likely have a job in the future?

Yes

Unsure

List 2-5 things your loved one does well. (These could be strengths, and can include skills, talents, and personality traits.)

What specific challenges does your loved one face?

Is your loved one able (and willing) to participate in the creation of a plan for their future? If not, explain why.

Tell us something important about your loved one that wasn't asked.

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your guardianship planning meeting?

Click the SUBMIT button below to finish scheduling your appointment.

Estate Planning 60-minute Consultation

Schedule a 60 minute paid consultation with Alan R. Harrison Law(Required)

I understand that I am scheduling a paid 60 minute Estate Planning appointment with Alan R. Harrison Law. The fee for this consultation will go towards services with Alan R. Harrison Law, should I choose to retain them for services.

Yes

About You

Please tell us how we may contact you. We will send you a link to provide us information to make your appointment as beneficial as possible. After submitting this form you will be asked to schedule an appointment.

Name(Required)

First Last

Phone(Required)

Email(Required)

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your estate planning meeting?

Power of Attorney Intake for Free Consultation

Do you, or your loved one, live or own property in Idaho?(Required)

Yes

About You

Name(Required)

First Last

Phone(Required)

Email(Required)

Current Marital Status(Required)

Single

Married

Divorced

Widowed

Do you have children under the age of 18?(Required)

Yes

Do you have one or more children with a disability?(Required)

Yes

Unsure

Do you own property?(Required)

This could be a home or land.

Yes

Unsure

Do you have an existing will or trust?

Yes

Unknown

Do you have existing powers of attorney?

Yes

Unknown

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your estate planning meeting?

Guardianship/Conservatorship Intake for Planning Meeting

Do you have a loved one that lives, or will live, in Idaho and may need guardianship?

Yes

Unsure

About You

Tell us how to get in contact with you.

Name(Required)

First Last

Phone(Required)

Email(Required)

Do you wish to become the named Guardian?(Required)

Yes

Name of Proposed Guardian

If you are not the person who would like to become guardian, please list the name of the proposed guardian here.

First Last

Will there be anyone listed as a Co-Guardian?(Required)

This person is a guardian at the same time as the the first guardian listed and has the same rights an responsibilities. They must also go through the same process and training to become a guardian.

Yes

Do you want to list an Alternate Guardian?(Required)

This person will need to go through the same process and training as the guardian and co-guardian, but does not act as guardian until the other named guardians are unable to act.

Yes

About Your Loved One

Tell a little bit about your loved one so we can understand how we may best help.

Your Loved One's First Name(Required)

First Last

Your Loved One's Age(Required)

Already over 18

Is 17 years old now

Under 17

What Idaho county does your loved one live in, or will live, in?

If they are currently in a residential program that is not their permanent residence, please indicate the county they typically live in, or will live in.

Abilities - Please tell us a little bit about your loved one.(Required)

	Always	Frequently	Sometimes	Rarely	Never
They are capable of communicating desires (verbally, through technology, or other methods).
They are willing participant in treatment.
They are willing to ask for and seek guidance and counsel.
They are able to extend empathy and sympathy to others.
They are belligerent and/or defiant.
They are a danger to self.
They are a danger to others.
They are a follower: easily taken advantage of.
They exhibit cycling behavior. (good days and hard days)
They have difficulty following through with a plan.
They have little or no impulse control.

Has you loved one been diagnosed with or have a challenge that interferes with comprehending natural consequences?

Yes

Unsure

Does your loved one receive care or services outside of Idaho?

This could be medical care, or other types of services that require you to act on their behalf outside of Idaho.

Yes

Unsure

Does your loved one have a job now, or will they likely have a job in the future?

Yes

Unsure

List 2-5 things your loved one does well. (These could be strengths, and can include skills, talents, and personality traits.)

What specific challenges does your loved one face?

Is your loved one able (and willing) to participate in the creation of a plan for their future? If not, explain why.

Tell us something important about your loved one that wasn't asked.

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your guardianship planning meeting?

Click the SUBMIT button below to finish scheduling your appointment.

Probate Intake for Free Consultation

Did the deceased person live, or own property, in Idaho?(Required)

Yes

Unsure

About You

Your Name(Required)

Please give us your name so we know who we will be helping.

First Last

Your Phone(Required)

Your Email(Required)

We will use this email address to send appointment confirmations.

Your Relationship to the Deceased Person(Required)

You may select all that apply.

Spouse

Child

Sibling

Parent

Other Relative

Named Personal Representative

Beneficiary of the Estate

Interested Party

About the Deceased

Name of Deceased Person(Required)

We need a little information about the person who has died.

First Last

Date of Death(Required)

MM slash DD slash YYYY

What state did they die in?

Please select the state from the dropdown menu.

Marital Status at the Time of Death(Required)

Married

Widow(er)

Single

Divorced

Unknown

Did the Deceased Person have a will?(Required)

Yes

Unknown

Did the deceased person have any minor children or were they anyone's legal guardian?(Required)

Yes

Unknown

Did the deceased person own property?(Required)

This may include a home, or land.

Yes

Unknown

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your probate planning meeting?

Name

This field is for validation purposes and should be left unchanged.

Ask Alan - Video Request

What question would you like to see answered in a future Ask Alan video?

Please note, Alan will not respond individually to these questions, and cannot answer questions that are specific to you or your family's situation. If you would like the chance to speak with Alan, you may find links to schedule an appointment after you submit this form.

Estate Planning Intake for Free Consultation

Do you, or your loved one, live or own property in Idaho?(Required)

Yes

About You

Name(Required)

First Last

Phone(Required)

Email(Required)

Current Marital Status(Required)

Single

Married

Divorced

Widowed

Do you have children under the age of 18?(Required)

Yes

Do you have one or more children with a disability?(Required)

Yes

Unsure

Do you own property?(Required)

This could be a home or land.

Yes

Unsure

Do you have an existing will or trust?

Yes

Unknown

Do you have existing powers of attorney?

Yes

Unknown

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your estate planning meeting?

Call Today! (208) 552-1165

Estate Planning – As Easy as 1-2-3

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