Estate Planning “Check-up”
This checklist is designed to give you a snap shot of your “estate planning health.” It can help
you determine your immediate estate planning needs.
Please answer “yes” or “no” to the following questions.
Do you currently have a valid will? Yes No
Are you comfortable with the person(s) you have selected to administer your estate after Yes No
your death (executor)?
Do you currently have a living trust? Yes No
If you do not have a living trust, have you considered a living trust to avoid probate? Yes No
If you have a living trust, have you properly placed title to all of your assets in the name of Yes No
If you have a living trust, are you comfortable with the person(s) you have selected to Yes No
administer your trust after your death (successor trustee)?
Does your will name a guardian for your children if both you and your spouse are deceased? Yes No
Are you sure you have the right amount and type of life insurance for survivor income, loan Yes No
repayment, capital needs, and estate-settlement expenses?
Have you executed a health care directive, health care proxy, or durable power of attorney Yes No
for health care in the event of grave illness or disability?
Have you executed a durable power of attorney for someone to manage your assets in the Yes No
event you become so ill or injured that you are unable to manage your affairs for yourself?
If you answered “no” to any of the above questions, you may be due to update your estate
plan. We would be happy to discuss your estate planning needs with you.