Initial Consultation Checklist
Special Education
- Most recent IFSP, IEP or Section 504 plan
- Evaluations (e.g. Learning/Educational evaluation; Psychological evaluation; Psychiatric evaluation; Speech and Language Evaluation; Social history; Occupational and/or Physical Therapy evaluation; Neuropsychological evaluation)
- Incident reports
- Report cards
- Relevant correspondence to/from school
Higher Education/Accommodations on Standardized Tests
- Medical reports and/or educational evaluations documenting you or your child's disability
- Documents that demonstrate history of receiving accommodations (IEPs and Section 504 Plans)
Division of Developmental Disabilities ("DDD")
- Copy of Individualized Habilitation Plan ("IHP") if you have one
Guardianship
- Social Security Numbers
- Most recent IEP from district
- Most recent psychological and/or educational evaluation from district
- Addresses for proposed guardians
- Contact information for 2 doctors who will support your Guardianship application
Estate Plan (Wills, Special Needs Trust, Power of Attorney, Medical Directives)
- Social Security Numbers
- Retirement Savings Information (balance and beneficiaries of 401(k), 403(b) and IRAs)
- Balance and Beneficiaries of life insurance policies
- Approximate value of home(s) and balance of mortgage(s)
- Location of safety deposit box and list of contents in safety deposit box
- Value of business interest
- Approximate value of expected inheritance
**Remember: If you do not have any of this information, don't fret! You can always provide it later.**