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


  • 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.**

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