I want to get our finances in order so went to an Attorney/Financial planner. It was free. They want all kinds of information. They want to make copies of Soc Security card, Medicare card, wills, tax information, deeds to house and cars, how much money and where it is, etc. I was told they have experts in VA, Medicare, Medicaid, Eldercare. They look at all our info and then tell us the best way to go....what to do with our finances, or what not to do. Husband is ill, may have to go in a home some day. If I want to go with what they say, THEN I will have to start paying them. I am just uncomfortable givings out all this personal info. Is this how it is done?