1.

I have a Will.

2.

I have not moved to a different state since last reviewing my Will and other Estate Plans.

3.

My marital status has not changed since my last review.

4.

I have suggested a guardian for my minor children or other dependents if necessary.

5.

No children or grandchildren have been born since I last reviewed my plans.

6.

I am certain all my property will ultimately go to the persons I want to receive it, in the amounts I desire, when I want them to receive it.

7.

My spouse and/or children would need no assistance in managing property left to them.

8.

No significant increases or decreases in wealth have occurred since my last review.

9.

I have not given away or sold property that I left to my heirs in my Estate Plan.

10.

Special friends have been provided for in my Will.

11.

I have made adequate provisions to transfer any business interests I may own.

12.

There is no one I wish to provide with temporary help (education of children or grandchildren).

13.

I am satisfied with the charitable gifts I have included in my plans.

14.

I am aware of the amount I may leave tax-free under current federal and state law.

15.

I know the approximate amount of estate taxes that will be due at my death.

16.

My estate plan specifies which heirs will be responsible for paying estate taxes, or who they will share responsibility with.

17.

I am confident that the life insurance coverage I have is necessary and adequate for the support of loved ones, payment of taxes and other estate settlement expenses.

18.

I know my Will may not determine who receives my life insurance and retirement plans.

19.

The person I have chosen to handle my estate settlement is still able and willing to serve.

20.

Joint ownerships arrangements have been made where appropriate.

21.

I know professional advisors quote fees upon request.

22.

I know my spouse will not receive all my property unless I have a Will or other Estate Plan.

23.

My financial records are up to date and readily accessible.

24.

I have discussed my Estate Plan with those close to me.

25.

My loved ones know who has assisted me in my Estate Planning.

•  10 points

6.   5 points

11.   6 points

16.   5 points

21.   2 points

• 2 points

7.   4 points

12.   4 points

17.   3 points

22.   8 points

• 8 points

8.   4 points

13.   4 points

18.   3 points

23.   3 points

•  5 points

9.   4 points

14.   5 points

19.   3 points   

24.   2 points

• 5 points

10. 3 points

15.   3 points

20.   4 points

25.   2 points

1.

I have considered a Revocable Grantor Trust.

2.

I have a Durable Power of Attorney for Finances.

3.

I have a Durable Power of Attorney for Healthcare.

4.

I have transferred all the assets I wish to transfer into my Trust.

6.

I have considered long term care insurance.

7.

I have stored my original documents in a safe place and placed copies in a convenient place.

8.

I have given copies of my important documents to my agents.

9.

I have nominated a Conservator should I ever need one.

10.

I have reviewed my documents in the last 3 – 5 years.

11.

I have reviewed  my beneficiaries for any life insurance or retirement plans and they are current.