Estate Plan Assessment Form

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1.) I have a current Health Care Power of Attorney to permit my spouse, children and/or family to make emergency health care decisions for me in the event I am unable to do so.

Yes
No
I don't know

2.) I have a current Durable Power of Attorney to possibly permit my spouse, children, and/or family to handle my financial affairs in the event I become disabled.

Yes
No
I don't know

3.) My Revocable Living Trust or Power of Attorneys specify a comfortable test to determine my disability?

Yes
No
I don't know

4.) My Revocable Living Trust that is in place as part of my estate plan gives instructions for my care and the care of my loved ones?

Yes
No
I don't know

5.) I am certain that my current estate plan will minimize possible federal estate taxes at my death, including taxes on my house, life insurance and IRA's.

Yes
No
I don't know

6.) My Revocable Living Trust that is in place as part of my estate plan, is fully funded so that my family can avoid the delays and expenses of probate.

Yes
No
I don't know

7.) My Revocable Living Trust that is in place as part of my estate plan, is fully funded so that my family can avoid the delays and expenses of probate.

Yes
No
I don't know

8.) I have taken steps to protect my children's inheritance in the event my surviving spouse chooses to remarry.

Yes
No
I don't know

9.) I have recently checked the beneficiary designations of my retirement plans and life insurance policies, and I am confident that I have not listed my estate or any minor children as either primary or secondary beneficiaries.

Yes
No
I don't know

10.) I have a plan to provide creditor and lawsuit protection for assets passed to my surviving spouse.

Yes
No
I don't know

11.) Does your current plan provide creditor and lawsuit protection for your children's inheritance?

Yes
No
I don't know

12.) Does your current plan address income tax planning?

Yes
No
I don't know

13.) I have a plan to protect my children's inheritance from a divorcing spouse.

Yes
No
I don't know

14.) I am satisfied with the persons I named as guardians of my minor children in my current plan.

Yes
No
I don't know

15.) I am satisfied with the persons I named as executor in my current plan.

Yes
No
I don't know

16.) I am satisfied that my current plan sets up a contingent trust for my minor children.

Yes
No
I don't know

17.) I am aware of all future estate planning fees and expenses and have my updating and estate settlement expenses agreed upon in writing.

Yes
No
I don't know

Estate Plan Assessment | Is Your Estate Plan in Proper Order?

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