Estate Planning Check-Up Assessment
Complete the information below so our representative can better understand your needs and provide you with the most appropriate assistance
First Name
Last Name
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Do you have a Will?
Do you have an Advance Health Care Directive that identifies the people you want to make healthcare decisions if you cannot make or communicate those decisions yourself?
If you have minor children or dependents who require care, have you legally documented whom you would want to care for them if you were to die?
Have you documented how you want your personal property - including important possessions and provisions for pets - handled after your death?
Have you authorized someone you trust to handle financial matters for you if you become unable to do so?
Do you have a plan for what should happen if you or your spouse becomes incapacitated?
Has there been a significant change in the gross value of your estate - the value of what you own before subtracting what you owe?
Have you recently married, divorced, remarried, or experienced another significant family change?
Do you have specific concerns involving your children or other beneficiaries, whether they are minors or adults?
Have you bought or sold a home, land, or other real estate in recent years?
Have you recently sold, or are you considering selling, stock, a business interest, or other significant assets?
Do you own more than one property?
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