Estate Plan Check-Up
Please take a few minutes to answer the 14 questions below. Ensure your estate plan is
up-to-date, that it avoids probate and conservatorship traps and meets your current planning goals.
1. Yes No Have you misplaced any of your estate planning documents?
2. Yes No Have you written any changes on any of your estate planning documents?
3. Yes No Has your marital status changed after signing your estate plan?
4. Yes No Are any of your current assets not transferred to your trust?
5. Yes No Have you inherited, purchased or refinanced real estate after signing your estate plan? (It is important to verify whether your new real estate should be titled to your
6. Yes No Has a person named in your estate plan (either a back-up team member or
c) Become disabled
d) Become incapacitated
7. Yes No Would you like to update your existing back-up team order now?
8. Yes No Would you like to change how you provide for your trust beneficiaries now?
9. Yes No Have you added a person to a bank account so they could assist you in case of
10. Yes No Would you be interested in exploring an option to activate a “dormant” back-up team
member your “co-pilot” so they may assist you now.
11. Yes No Did you sign your most recent health care power of attorney before 2004?
12. Yes No Have you designated your trust as beneficiary of an IRA or other retirement account?
(Recent law changes can create complications when these accounts designate your trust as beneficiary and options are available to avoid the problem).
13. Yes No Do you wish to update a life insurance or annuity beneficiary?
14. Yes No For spouses –Are you uncertain whether your current trust is a simple,"all to spouse” trust or a more complex, "A-B-C trust? (it is vital to ensure your current trust format is still appropriate to meet your current goals in light the recent estate tax law changes).
If Any Yes Responses....A Follow Up Consultation is Recommended.