Estate & Future Planning

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Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime. (AIRS Estate Planning Assistance FT-2700)

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Disclaimer
Note: Service listings do not represent a recommendation or endorsement by the Medical Home Portal staff or its sponsoring organizations; nor do they reflect any assessment of the quality or value of a listed Service.

Service Legend
Local Service
Statewide Service: Provides online resources, telehealth, or service at a satellite office.
Nationwide Service: Provides online resources, telehealth or services at a regional/national headquarters location.
Statewide Provider
P O Box 219603
Kansas City, MO 64121-9781
Statewide Provider
Organization Name: Ascensus ABLE Consortium Trust
(Show others in Organization)
Address:
P O Box 219603
Kansas City, MO 64121-9781
Toll Free Phone: 888-609-8915
Email: ri.clientservice@savewithable.com
Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 4/8/2022
301 Promenade Street
Providence, RI 02908
Phone: 401-331-5700
Organization Name: Cameron & Mittleman , LLP
(Show others in Organization)
Address:
301 Promenade Street
Providence, RI 02908
Phone: 401-331-5700
Email: nchudacoff@cm-law.com
Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 11/18/2022
490 Woodruff Avenue
Wakefield, RI 02879
Phone: 401-783-0819
Organization Name: The Law Office of Gayle F. Tarzwell
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Address:
490 Woodruff Avenue
Wakefield, RI 02879
Phone: 401-783-0819
Fax: 401-783-0828
Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 4/22/2022
4 Richmond Square
Suite 150
Providence, RI 02906
Phone: 401-272-6300
Organization Name: Moonan, Stratton & Waldman, LLP
(Show others in Organization)
Address:
4 Richmond Square
Suite 150
Providence, RI 02906
Phone: 401-272-6300
Email: mail@mswri.com
Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 4/22/2022
65 Boston Neck Road
North Kingstown, RI 02852
Phone: 401-738-1910
Address:
65 Boston Neck Road
North Kingstown, RI 02852
Phone: 401-738-1910
Fax: 401-732-1531
Email: ken@rampinolaw.com
Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 4/22/2022
Statewide Provider
331 Waterman Street, Suite 225W
Providence, RI 02906
Statewide Provider
Organization Name: Planned Lifetime Assistance Network (PLAN)of Massachusetts and Rhode Island, Inc.
(Show others in Organization)
Address:
331 Waterman Street, Suite 225W
Providence, RI 02906
Toll Free Phone: 888-890-7526
Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 3/6/2023
51 Puritan Drive
Warwick, RI 02888
Phone: 401-785-9541
Organization Name: Personal Lifetime Advocacy Networks of Rhode Island (PLAN RI)
(Show others in Organization)
Address:
51 Puritan Drive
Warwick, RI 02888
Phone: 401-785-9541
Email: planri@gmail.com
Source: Rhode Island Suggest Provider Queue
Last Updated: 4/22/2022
Nationwide Provider
7739 East Broadway Boulevard, Unit 362
Tucson, AZ 85710
Nationwide Provider
Address:
7739 East Broadway Boulevard, Unit 362
Tucson, AZ 85710
Toll Free Phone: 877-572-8472
Source: MHP-Nationwide
Last Updated: 6/15/2023
Nationwide Provider
315 Montgomery Street, 10th Floor
San Francisco, CA 94104
Nationwide Provider
Address:
315 Montgomery Street, 10th Floor
San Francisco, CA 94104
Toll Free Phone: 844-904-6515
Email: cards@truelinkfinancial.com
Source: Nationwide Suggest Providers Queue
Last Updated: 3/30/2023